michael santoli. >>> let's talk about what you guys are doing in the market relative to the conversation we just had before and with mike. steve weiss, you bought more goldman sachs, which is interesting, too, based on the conversation about rates, the fed and tech and growth and value, all wrapped into sort of one conversation tell me about goldman. >> so i had a desize position in goldman. i bought a little early. i should have waited until today instead of buying it yesterday, but they are particularly well positioned as we saw in the last quarter, doing extremely well, and i believe in a rising rate environment. so it is somewhat a hedge against my other parts of the portfolio, but it is also an overt push obviously on the goldman positioning, their global positioning, just doing extremely well growing their asset management they did restructure the company. so not to a large extent, but in terms of asset management they did. i just think it is compelling here and extremely cheap so right now it is my largest, although not by much i still over b of a, but my two financial plays. i love it. >> it is now bigger than b of a because