baird, the lowest of 1987. and the margin is the percentage of gdp is nearing a historic high. a frothy market. johnn at this a long time and it's the cold thing when everyone gets giddy, it's almost time to get out. are they yellow or fred fla red flags. >> they're yellow and money goes where it's rewarded and right now the market is where it's rewarded. you have the oil prices coming down and real estate is sluggish, there are no yields out there except for a few stocks that have a decent dividend. so the only place to make money is in the market so you have a liquidity push in the market plus with what the fed is doing. it looks likes they're going to continue this until almost 2017. i think you'll see a fed-fueled rally in the market for the forseeable future. charles: all right, you ride the wave as long as you can ride it and conscious of the fact, maybe it's frothy and old joke, the shoe shine boy theory is there, the little guy is there and so if you're going to ride the wave, help out with a couple of stock picks. >> tech had an incredible run, since marisa mayer took over yahoo!. and micro