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you deserve credit for that yop you're literally saying next friday is the day that you'll get and you use the word monsterous, not me what names are we talking about. you're a broad market watcher but you do bring specific names to the table what do your investors need to know >> i talked to our head of global strategy. it's names like pulte, target, best buy it's also things like auto nation and things like mosaic. >> list young. you get thefirst crack at tom lee. what do you think about what he's saying? it's a bold prediction >> i think we use the word rotation too much as an industry for it to really be a rotation it means money has to come out of one group and the same money has to go into oots group. do you think that's really what's going to happen here or is it more there's cash coming off the sidelines that will be overweighted into some of those epicenter names. >> there's it shall it's probably a bit of both i think there's so much cash on the sidelines still. we can see it in the sentiment readings i can tell by talking to our clients, ta are very cautionly positioned we s