joining me now is mark matson.ay you're9 not concerned about the tariffs coming. >> no, i'm not really concerned about the tariffs because i think that donald trump is holding all the cards when you look at the trade between these countries. for example, over 60% of the gdp from canada comes from america. for mexico it's 70%. and from china it's 30%. so i think it's -- i think he's really leveraging this, he's trying to help shut down the borders, he's helping to reduce fentanyl, he's reducing terrorism in the form of cartels coming into our country with fentanyl. i think he's holding all the cards on this, and i suspect that these countries will capitulate. and the other thing is investors should really be looking at investing internationally. u.s. has been so good for so long, investors have forgotten about the benefits of diversify being. the s&p this year, on the other hand, is relatively flat while large value international stocks are up about% year the date -- 9. a lot of people have missed that, and they're