>> i was not here -- i believe it was wednesday but you had the great northman trader on sven and had the exact conversation. >> he is going to be right he is going to be right one day. >> well, he is right more than wrong. but that's another conversation. but i'll say this. i don't think it can continue. i mean the fact that we have -- the grown the balance sheet with the fed, the fastest in a decade, i mean at a certain point it's unsustainable or the mechanic calls them out or the market says wait a second what do you see that we don't what is your concern there clearly that's a huge catalyst in september. i don't know how long it can run. >> what are they not seeing brian? they are not seeing inflation. you can point out where inflation is in certain aspects of the economy but the fed is not seeing inflation that's why the rate cuts were more appropriate. and now they use the balance sheet. they don't have enough ammo with cuts alone and that's why you see the balance sheet used that way now. >> but in pointing that out to the viewers we have the smartest in the world out there is