 Jim let's begin with Trump's budget. Does it does this mean tax reform is over? Well, you know you submit a budget that's really a not rigorous budget and what happens is is that it sets back the process even more. When I say not rigorous I mean that it has a lot of assumptions that are just kind of unrealistic and now if you're really a Pollyanna and you come back and or you say that Trump is a deal maker and it wasn't the swamp on the other side you can say look I want this they come back with this and then we work together but that's not the way it works in Washington and I think he wants to make it so it's the way it works in New York and it's not so what happens is you just say wow that's not a non that's a non-starter so you're gonna have to do you know something again and it doesn't it's not a starting point is what I'm saying it's not a starting point and the assumptions aren't right so what happens is is that if you thought that there could be tax reform you set the calendar back so I no longer think anything good's gonna happen in 2017 and I felt that way before this which is why the stocks that are going up are the stocks that don't need the government's help