pablo savi joins us. nice to see you. surprise that financials are leading the charge as everybody gets on board this reflation story around donald trump. hedge funs were front and center around the story. tell us why and how active they. were. >> the interesting thing with the financials, as you pointed out last time, they were the top buy sector two years ago. that was the magnitude of $4 billion. it's not the same level as it was back then. what's leading the charge, it's actually bank of america. and really it's the two hedge funds moving into bank of america. there's some talk of jpmorgan as well, and schwab as well. >> goldman sachs? that's been a stock that moved to a record high in recent times. is goldman picking up hedge fund activity? >> not this time around. it's jpmorgan and charles schwab more so. >> what's the rational? >> in terms of bank of america, they beat their earnings forecast the last couple of times. growth is good. if you look at the stock performance, it's been on the rise for a number of months