i'm joined on the cnbc news line right now by joseph quinlan, bank of america's global wealth and investmentead of market and thematics strategy, joe, it's been so long since i have been able to talk to you i wish we could do it in person, hopefully soon how could this be the early stages we're at record highs, and it's been going for like ten years now? >> dom, in a cyclical sense, if you look at what's coming down the pipeline, the fiscal stimulus, the economy is going to come rolling back in the second half of the year. europe has laggered but that's coming as well when you look across the board, it makes sense to keep money in the cyclicals, financials, energy, materials, and industrials. we have a ways to go with the rally. >> if we have a ways to go, i'm not trying to be skeptical because i don't know i'm one of those people who have mutual funds in a 401(k), and i look and they say they're going up in value. what exactly is going to be the driver you mentioned the fiscal side of things we're in earnings season right now. this is like the earnings season over the last couple of months