Is the Value Trade Going to Benefit With a Reopening?

There are three consumer names that i think you really want to keep an eye on, because the the results were disappointing and the guidance were disappointing. I amazon, obviously we talked about last week, pay pal as another, and spotify as another. They're very consumer centric. It's rally important to see how they end up trading over the next couple of weeks. And really, if there was some kind of canary in the coal mine for some similar sorts of names going forward.