Is the TLT Going Higher or Knee Jerk?

Danny Moses and Jim Chainos were on stage down the iConnections global alternatives conference we did a live podcast that some of you guys who are here right now might have watched yesterday. We're talking about the rotation out of mega cap tech right into some of these industrials these cyclicals and he thinks there's some great opportunities here at now GE. Jacob let's run that tape from from yesterday geez a poster child for what i was talking about so they are splitting up they split up their health care unit gee  one of my big things is the reliance on pro forma metrics in corporate press release one thing I'm interested with the TLT does on the back of