we've reiterated there are continued secular growth drivers so you want exposure to companies like broadcom and amazon and a few others so it's a good mixture and i think value is due to start picking up as the recovery, again, becomes foremost in investors minds. charles: on that note, luke, the nasdaq, as of last thursday, the average stock had pulled back 38% from their 2021 high, that's mind boggling to think of but at the same time. >> it's a lot. charles: it's huge but at the same time, does it suggest buying opportunities? >> yeah, so the easiest way to solve that problem is to have a strategy and be confident in that strategy, so one of the things you can do is have price targets when you go into an investment you should have two prices in mind you want to sell it and take profits or get out of it if it goes the wrong direction and the stock market is all about letting your winners run and cutting your losses quickly, and then in regards to the confidence part, charles all you need to do is take a look at the stock market chart, over the past 100 years that should give you confidenc

absolutely if you take a dip in the stock, you need to make sure that is a stock you can own or asml or broadcom, any of those companies in semis for sure. charles: right. >> i don't think it translates to every single company. i don't think it translates to verizon or something like that. charles: i agree. it is a tricky thing. we're 300 names into earnings, if something is popping and exploding that is a great problem to have. if something could have exploded if they have the product, and you're not sure as an investor that makes it a lot tougher particularly when the rest of the market is up. jamie, erin, thank you very much. folks, 2:00 p.m. eastern we'll have breaking coverage of the fed decision. tapering is a given. what about hints about rate hikes? you have to tune in for this. i have a guest who is calling out jerome powell creating the widest wealth inequality since feudal times. despite senator manchin saying president biden's spending proposal is a shell game, nancy pelosi wants have a vote this week. i will give congressman mark green's take this week. ♪. i promise - as an indepe