 market day. We had a lot of stocks higher and indices moving higher. The Nasdaq, for example, up about 1% now in terms of the Nasdaq 100. So let's turn back to the markets and bring in Jeffrey Klingelhofer, who is co-head of investment at Thornburg, which has $44 billion in assets under management. And Bloomberg Opinions' Nir Kesar, who joins us in studio and always has an interesting take on these markets. Well, Nir,