. >> and that's a point that michael darda will make later.ou like to see value? >> we like the financials quite a bit. generally speaking if tim is right, financial are a good leading indicator for the market as a whole. >> right. >> unwest things we've been talking about is the idea that this has been one of the most, as bob farrell said, and it's hard to get a bull market top when you have so little participation, especially from the retail investor so we think there's more room to go. certainly will get harder to get multiple expansion from here, but the untold story really is the fact that earnings keep chug along. >> and before asking how much further we can go, tim, what's going on where you are? >> kelly, i mean, you know about disruptive technology, about as disruptive as it gets. apparently my friends here want to talk a little bit about markets. where do you think the s&p is going these days? you're on cnbc right now. >> well, i think that we're on an upswing and feel optimistic about the direction of our economy and strength of our