. >> joining me sylvia jablonski.yaw, our time is little truncated because of breaking news. i want to ask you about couple things. looking at current trends from covid-19 to inflation. all the things making headlines are actually becoming bright spots. explain that to us. >> yeah i think that the economy is fundamentally strong and we're sort of ignoring that. russia, ukraine are taking the spotlight. the real risk to the market is the fed, whether or not we get soft landing, as you know a lot of top megacap names, tech names that moved the market have strong balance sheets, year-over-year revenue growth. amazon up 40% year-over-year. things are -- better news for the markets but there is something working right now even amongst all of this and that is the reopen trade, revenge travel trade. pick a name, marriott, hilton, united, southwest airlines, royal caribbean they're crushing the s&p 500 right now. you have got to open your eyes to look at those opportunities. sitting in cash just means losing right now because