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Down jim, it was nice to hear becky give you props for the caution you have telegraphed in the past couple days. Watching your twitter feed it sounds like you are on alert for vying option at month end. You have could be cognizant of the fact that two days before july 4th the holiday are the two probably most strongest days in the entire year. I do think theres still too much froth you can watch nvidia today, there is a love affair with nvidia and the analysts which includes me. That one has to go up. The love for nvidia is so strong that you have to say, okay, that is your thats your bell cow here but i do think, again, that and, david, youve seen t there is that cohort of people who keep coming back to the airlines, keep coming back to the cruises, keep coming back to the tankers and those are the weakest part of the economy. It is, and for a reason you know the reason. I mean, look at the map, right thats really what you have to do at this point look at the map, jim weve been talkin ....
Versus value. We had the nasdaq earlier this week trading at record highs. We have not really seen the other indexes get back to those record highs. Wayrussell 2000 is a mild is a mile away from its record highs. Are you comfortable with this idea that we only have a relatively small cohort of companies and sectors pushing this market higher, or do you want to see broader participation . I think it helps make sense of the market action. Thinking through, where would you want to put capital to work . What is driving this vshaped recovery . I think it would be quite irrational given what is going on with the pandemic and the broader economy. Investorson here for is where do you put capital to work from here on out. These positions within technology, there are some unstoppable trends like digitization, cybersecurity, which are really interesting given the work from home environment. Some of that, we do believe would continue to move higher. An area that you like. That not just the fact th ....
Hour as he is in wisconsin right now, far northeast port of that state in the city of marinet. As the president will be at a shipyard there, you reason he is there, the ship in the back of the picture there, that Company Involved is getting a 5. 5 billion contract to build 10 of those very exact ships. 1000 jobs to come into that area. You will likely hear the president tout that and job creation in wisconsin. That state, the badger state has been a focus for the white house and the Trump Campaign this week. There is a pretty good reason why, when you look at the history there, democrats won seven consecutive president ial elections. President trump flipped that state in 2016, winning less than 1 , 22,000 votes. 10 electoral votes are in play in november. The polls right now, if you listen to them, look at them, believe them, not looking good for the president , the real cl ....