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scott, back over to you. >> thanks. >>> the s&p creeping toward its all-time high today. our next guest says stocks are rally another 8% by the end of the year. keith is president of u.s. trust. he's back with us here onset. good to see you again. >> good to be here. >> you've been positive. stay the course, stay bullish, is that the best way to play this? >> stay the course is right. we look at rational optimism. when we look at the fundamentals we don't think they've changed. we think the u.s. grows 3 1/2% this year. globally, more than that. you will get a 6% increase in earnings this year. and very importantly, we think revenue comes back. last year revenue grew 3%. this year we think it grows 7%. that was one of the missing links and we think we get that this year. >> you like m&a as a catalyst, right? we were just talking about the impact of tech m&a on what's been taking place with the nasdaq and overall market. >> we do. you know, if you remember, a lot of people don't think about this. companies right now have about $2 trillion of cash. what are they doing with it? raising dividends, buying back stock. and they're buying companies. and we'