 All right. A hung parliament in the U.K. is weighing on the pound, but global stocks are shrugging off that and political uncertainty in the U.S. after the Comey hearing. Let's talk about it now. With John Ead, president of Argus Research, and John, you have multiple tornadoes, let's call it, outside of the markets. And what would seem like market-moving events, the U.K. election results, the Comey hearing, aren't really moving the needle? I mean, what's going on here? Well, Scott, I think we're starting to see a bit of a pattern here. You know, if you think back a year, year and a half ago, Europe seemed to be headed to the far right with, you know, the Brexit vote, okay? But now just in this past week, we've had a different vote in the U.K., plus we've had a pretty successful bank takeover in Spain, and we've had the ECB chairman say, you know, the economy looks like it's okay, but we're going to keep our quantitative easing program intact. So I think that move to the right is starting to move a little bit back toward the center, at least in Europe. But in terms of the markets, I mean, we're flirting with record highs. Do you see a correction coming? I spoke to a trader on the New York Stock Exchange yesterday who said we're absolutely getting some sort of a pullback by August. Maybe it's not a full-blown 10% correction, but it's something. Well, the fundamentals that are going to fall out of that pattern I just described are likely to be stronger European economic growth, a stronger euro. That's going to translate to a weaker dollar, which is going to help a lot of the exporting industries in the U.S. We're in a good period of corporate profit growth, and if the dollar continues to stabilize and move lower, I think we'll see double-digit growth through the rest of the year. And you don't often get a correction when you've got that kind of strong corporate profit growth. Now, I won't say that markets are undervalued, but I do think that profit growth is going to support these valuations at least for the next few months. Looking under the hood, I mean, some stocks, their valuations are a little bit stretch. We were talking earlier about the fang stocks with Netflix at a P-E ratio of over 200. Right. Well, there are certainly pockets of very high valuation in the market. And if you're going to invest in those areas, and a lot of people invest in the winners under the idea that these companies are doing well, they'll continue to do well, just make sure that the revenue trends and the earnings trends are in place for these winners. We just increased a target price on a tech winner called NVIDIA. It's not a fang stock, but it sure could be. This is a company that's transforming itself from like a gaming company into virtual reality, into machine learning, into artificial intelligence. Our analyst really likes the earnings and revenue growth trajectories, and so increased our target price. NVIDIA is at the center of all these incredible technology trends, so it's certainly a stock we'll continue to watch. All right. John Ead from Argus Research. Thanks for coming by. Okay. Thank you, Scott. All right. I'm Scott Gamm, and you're watching The Street.