Area real estate but in the stock market, tech has regained, even expanded its leadership the nasdaq is having its best first half in 40 years, up 30 apple 3 trillion market cap nvidia tripled netflix is back. The socalled magnificent seven are responsible for the rally. What now the Economic Forecast got better rates may have peaked. Yet, tech is flat since june 15th are we at the beginning of a new run for check, or is that it is it time for the rest of the market to catch up here is dan, founder and senior portfolio manager. Dan, good evening to you and thank you so much for joining us lets start really basic where do we go from here this was the half that denied a lot of folks expectations. Well, you really have a big surge following nvidias results. Go back to the report on may 24th since that period of time, the s p is up about 70 and nvidia is up 40 . That took the s p from 4,400 or so and, so, i think, you know, thats driven obviously by valuations and multiple expansions we ha