High Multiplete - The Turn Around

The Dow went up 700 points in the final two hours of the treo session. The turn around was as much in high multiple tech that actually also, you know, look at that arc a R k k, got down to april 20 20 loas. I'm long a number of fang stocks, which did pretty well to day. But i do think big ca, mega capte always out performs in that environment when we actually see some question about growth. And certainly google, absolutely facebook a valuations that peoplen get excited about.