 Good morning, ladies and gentlemen and welcome to Dow Jones 20,000 points. That was the second fastest 1,000-point trip in history. We've got 2.5% plus in 10-year Treasury yields, we are above 2.5%. So everybody expects that there will be inflation coming. Everybody expects that the immense quantities of easy money from the Federal Reserve will now start to turn quicker and will find their way into the real economy, which in essence could produce higher inflation. So rates are going up 2.5% on a 10-year horizon. Some traders expect that when Treasury yields go to 3% or above, that would be the limit where it would start to somehow hinder the equity market rally. The peso went down yesterday. Donald Trump wants to start building the wall in the coming months. That is possible he wants to have the first millions to start building from free money that he's got in his availability, not privately of course, but everything that is possible to be used quickly is being used quickly to start build the wall as soon as possible. And first, there will be the state actually paying for the wall. And secondly, everything will be taken back through a renegotiation of NAFTA. A renegotiation of Mexico trade deals and such. So we've got the Trump momentum rally and we've got momentum in politics. So there are a lot of executive orders. Yesterday I talked about the pipelines, Dakota access and the oil sense pipeline coming from Canada through the United States to the Gulf of Mexico. Then there were several other executive orders such as to use actually American produced steel to build pipelines and there's everything it does actually is pro-growth. It might be anti-environmental, it might be deregulation, increasing the risk tomorrow due to deregulation, but it's pro-growth. So markets are actually honoring that Donald Trump is focusing on this aspect of his politics and has been quieter recently with regards to some tweets in international regards. But that will come back I think because renegotiation and renegotiation of trade deals with other countries is two-thirds of his income side of his politics. So he wants to decrease the tax rate by 2.6 trillion US dollars. That is what he wants to, that's the cost for infrastructure building and for decreasing the tax rate from 35 percent to 15 or 20 percent. And on the other hand 1.7 trillion dollars should come from the renegotiation of trade deals. So that is something that helps the early cyclical equities like banks, they are actually detrivers behind the move one-fifth of the Dow Jones gains since the elections comes or are coming from or at least if you look at the Dow Jones and the gains since the election 22 percent of those gains come only from Goldman Sachs stock there. And we've got the banks actually are the early gainers, the early cyclicals that are gaining here and profiting from the expectation that the growth in the United States will really double until the end of the year.