dow, down 55 let's bring in brian, chief investment strategist and michael, portfolio manager with manulifesset management. brian, michael, welcome. good to have you with us why is the market seemingly not respecting good numbers and good economic news the way one might expect was the rally all already priced in >> no, i don't think so. good afternoon, by the way i think sarah eisen did a really good job talking about stocks. we're shifting from a market and index driven stock market to a stock by stock market, and we continue to believe that investors are just really, really struggling, tyler, with this whole notion of fundamental investing. even mr. santoli, who's been in the markets for a long time, he's talking about earnings momentum and screening mechanisms we're going back to fundamentals and boeing's got great fundamentals, great management, great marketplace. same thing with amazon and netflix. we saw what's happened with apple. we've seen what's happened in the financials in terms of great business models going forward but also paying bigger and bigger dividends this is a stock by