. >> small caps did very well, julie beal, and that's music to your ears. has the environment really changed in the past week or so for small cap s or that trade? >> no, i think it's really just changed for investors and their willingness to spread out their risk appetite towards small caps. i think everyone feels like, look, if rates are going to come down and now the futures market or pricing or rate cut in may -- which i think feels very optimistic to me -- people are assuming small caps that have more leverage should do better. i think you need to be incredibly choosey, because what's driving that softness is weaker employment, and in the all small caps are going to survive weaker employment. you really have to be choosey, goldilocks or not. >> i think the other thing we learned this week is we don't need apple in order to be solid in order for this market to go higher. that was a concern going into this week that apple was going to whiff. that's what we got, yet here we are. >> encouraging, no doubt. went from 165 to 178 or so? apple didn't perform on