>> neil: got it. i'm jumping on you here because i wanted to pick your fine brain on the fed. they raised rates. the first time in four years. indications are many more rate hikes to come. stocks are soaring. why? >> because this is one of the weakest of weak tea rate increases in the face of inflation that we've seen in markets in the short term. this is nothing. this is a blip. we have 7, 8% cpi printed. probably doubling digits. that's before the oil shocks. this is -- we have bad inflation. this good is dithering. of course, stocks like this in the short term. they're not going to like it if we keep getting inflation and, you know, he has to turn and and say forget about seven 25-point increases. we have to do ten. it's different.