johnson, j.p. morgan chase, honey well, and nike on the up performers we're keeping a close eye on treasury aroundor the benchmark 10-year note yield or 13 basis points, and the 30-yearlong bond, just a hair below 2.3% as well. take a look at this dynamic. we are seeing some movements here that are being attributed to this idea of a reflation trade happening. that ten-year note yield going all the way back to the early part of 2020, the late part of 2020 there, and that move and since the lows, remember, we have come sharply higher, this idea here that there is a reflation trade happening, a recovery happening, possibly prices picking up. that's leading to gchanges in te market check out the nasdaq 100 and small cap index. the nasdaq has been an out performer for years. take a look around november of last yoear. we started to see a divergence happen and it's gotten wider and wider and wider. all of a sudden now you see the small cap index markedly outperforming. the nasdaq 100 up roughly 13%. valuations are a concern rising interest rates perhaps denting some technology stock valuations but small