sa vita subramanian is taking a look at four distinct theme for the bull run.s nice to see you. >> great to be here. >> you are bullish. >> we are, yes. >> at a point you were somewhat bearish? >> it's funny. we started out the year very bullish. we were actually on the high end. range when we launched late last year and the market ripped through our target. >> ran away from you? >> yes. >> you had to upgrade it. >> we were wondering if we had to go up or down and the short answer is we think the market is going to go up not in a straight line. >> what's going to drive it? we mentioned four themes that you see. >> four themes. i think what's going to be more interesting over what the impact does is this big change in leadership that we expect to see over the next several months. we're already starting to see a little bit of it. our four themes are pretty simple. we think it's time to move out of the u.s. stocks and go globally diversified. you can buy multi-nationals. >> if you look at the food space or the mcdonald's or even a starbucks or these names, because