sector that we do see value. >> keith, great to have you with us thanks so much >> thank you >> keith parker. so what do you do? >> well, i'll tell you what, i agree with keith i still think tech is going to be defensive and strong. there's still place to play. i think commodities are poised for another move higher. i like the banks which i think have been under appreciated in this environment i think as the f hikes they will continue to do well. >> it seems like this is a universal thought that high tech growth has become very defensive. the higher it goes, the more expensive it gets. it was an easier argument before the 30% wrap in amazon, facebook whatever the names are the more concentrated they get, the more universal and more worried we get one other point, we talked about it last night. why aren't the banks participating? why isn't the financial sector participating? to me that remains a big problem. the other point about, yeah, we got front end loaded with the tax cuts i think the one thing people did not expect in 2018 was the potential for trepidation around trade wars which could