joining is jeff kilburg, founder and ceo of kkm financial thank you very much for being here the big tech story was 2020. it's beginning to be 2021 as well that trend continues is it good for the markets >> dom, i think it is good for the market, but you're absolutely right, the theme that we saw, not just in 2020, but also in 2019, is the domination of the giant cap tech. and sure enough, this week, we were impressed with google and amazon let's not slight amazon. the stock didn't respond the way investors want they had a lights out quarter. a giant tech, move up nearly 10%. by and large, my point is yes, i am impressed with google we're looking for super bowl sunday but we had our super bowl this week. when you see google and amazon make up about 15% of the nasdaq 100, that makes me optimistic that we can see the nasdaq, the tech leadership move higher, but when we look at a technical perspective, we are seeing a little bit of straight weekend in technology. it nakmakes a lot of sense to bk profits, move the rotation trade, front and center where you can trim the exposure. xlk, you

joining us now is kkm financial ceo, and cnbc contributor, and our friend jeff kilburg, joining us fromt a frosty chicago, jeff listen, as cold as it is outside, the markets remain happen, a melt up in nearly every asset class. a liveshot of chicago there, that is rough. stay inside. back to the markets, jeff, honestly, you have been doing this a long time i'm not going to ask if you've never seen a market like this. it's rare. how long can this go on? >> well, it's amazing to see, and it's interesting that there's still a lot of cash in the market we have talked a lot on "worldwide exchange" about the $5 trillion sitting in cash. but to your point, we actually are seeing the markets move higher we had another new all time high in the s&p 500 the small caps, you bring up a great point about the small caps moving higher. i want to give credit to kari fire stone, she talked about the move higher in small caps. you have to be cognizant of the fact that if you take the top 1,500 of the russell 2000 stocks, combine all the market caps of the 1,500 stocks, they equal barely one microsoft, bar