coming up, guggenheim's cio scott minerd will join us with his changing fed outlook but first here areradar jamie dimon releasing his annual letter ewill not musk leaving court saying he hopes to work out an agreement with the s.e.c. within two week and jeff bezos' divorce is finalized. officially his ex-wife tweeting that he will keep 75% of amazon stock. we'll talk about all of that but first joining us is stephanie link, portfolio manager. and mike, another strong day of gains puts us not too far away from record highs. what is driving the momentum >> there is a steady kind of quiet underlying bid i wouldn't say it is outright strength buying frenzy literally this is the is second day in the row the s&p is up exactly 2.1%, day before that, almost perfect 34ri flat so you ha so almost a three day win streak and when the market has been a little overbought and getting a little stretched and it doesn't really pull back, on a net basis you'd have to give the benefit of the doubt and say is that positive within the market, today you had a lot of the really super hot software stocks drivi

didn't miss you now i'm back what do you have coming back >> great to have the enthusiasm back scott minerdg about a fed cut at the end of last year when the markets were tanking guess what now he's saying that the fed might hike in 2019 we'll figure out what he's looking at because the bond market is pricing in more odds of a cut i couldn't leave you without sharing the most important story of the day adidas is announcing a partnership with beyonce she will be creative director for the brand, deliver a new signature footwear line, apparel and relaunch her own brand underneath the adidas umbrella we talked about the importance of celebrities to some of these consumer brands. what adidas is doing here is distinguishing itself from nike. nike went after and had most of the big athletes that sell clothing and footwear. now adidas has kanye and beyonce. that's a power duo right there when it comes to selling >> it's as plain as nike going after athletes and adidas going after celebrities. >> adidas says it's going after athletes but they had such tremendous success with kanye west and they are