with us is megan mcgrath, analyst at mkm partners. a word, but the question is whether it's going down. everybody expected this big jump after the terrible winter. the big jump in housing did not happen. so some people are thinking that it might turn into a bear market and to bet against it. are they right or wrong? >> i new in the short -- i think in the short term they're wrong. i actually think we could see a rally this summer. i think it's a little bit late to put on your bearish bets, should have been put them on in february. with the s&p reaching new highs, people are surfing around these sectors that have lagged. nobody showed up to buy. but i think if things stay flat x that's what we're hearing, we're going to start to get some easy comps starting in july. that's when we saw the hit from the mortgage rate spike last year. so optically, the headlines are going to start to look better, home builders are going to start to talk about year-over-year growth again. so i think we could see a summer rally this these shares. -- in thes