on the bull side, scott martin, kingsview asset management. we have gary b. smith. slightly more bearish, kadena group president, much, much more. gary end with you, beginning with you. you're cautious, right with concern? >> neil, i'm always the villain in these. i want to know why how that is. neil: you're a -- >> i, i'm an evil villain. i suppose. look, you just look at some of these nut at this valuations. what's the p-e on tesla? it is 1100? apple, my gosh, you have to talk about it every day i suppose, more than doubled since the march lows. i mean these kind of gains neil, are just unsustainable. the rhetoric i'm hearing it sounds like 2000 all over again people saying yeah, i understand the market is up, i understand the valuations are crazy but it's different this time. just, neil, yeah, i mean, at best i am cautious right now. neil: scott, look at tesla, amazon, they're making money but back in 2000 when we had the sort of implosion going on before everything just hit the fan there were a lot of companies that were riding forward with no earnings, no prosp