about. that you're missing out if you're not fully invested right now. his concern is, look, that's not going to last. we always have problems geopolitically and economically and maybe the trump administration could exacerbate those so it's a risky market right now from jack lew's perspective. he's a former obama official so clearly he's not going to credit trump. >> the market also trusts that the guys around trump will rein him in. the market has said nafta, not worried about it. guys like gary cohen, mnuchin, they're never going to let trump pull out of nafta. but here we are. if you look at the markets, rueters is reporting that canada is increasingly convinced trump's going to pull out. mexico also concerned. if trump enacts protectionist moves, protectionist tariffs, we could be right back to the 1930s where protectionist tariffs only exacerbated the great depression. >> they never work out well. if you look at nafta.