b ratedook at triple credits, you might not want to spend risk budget there because this is an area where we have seen a lot of m & a issues. maybe what you want to look at is double be rated credit. creditread -- double be -- with the good economy, fundamentals are good and valuations are attractive. jonathan: don't they have incentive to run a trouble be e bance sheet -- triple, balance sheet? lisa: where on the way to a record amount of acquisitions. companies have no incentive to run at single-a. that's why i like triple b. the fundamentals look good and you are getting paid spread per unit of leverage more to take the companies than the triple b rated companies where ceos are pouring on more debt. that is some of the disconnect in the market. you're talking about the 10-year flattening and inverting. it is a mindset that people are used to 10-year of secular stagnation, investors and bond buyers. you hear or america -- corporate america is prepared for a growing america and not stagnant. they are going to take advantage of the growth and the stimulus. jonathan: the difference this ti