scott shellady, good to see you. we'll not ignore you. i want to bring in mahoney capital management ken mahoney. ken, good to see you. first up, are you fully invested in the market right now? >> we're not. it's a little overbought. the federal reserve continues, we'll hear this week all from except for powell, they will be all over the place, hawkish, dovish, creates a lot of uncertainty. the biggest beef, lauren we see the earnings for the s&p 500 around $200 a share. the street is like 220, 230. i think they're a little bit on the high side. multiples are still contracting. rates are tying up higher for competition with stocks. you give yourself 17, 18, multiple, see 3600. we're knocking at the door of 4,000. markets are elastic. they can go way you, way down. fair value of 3hundred, chips off the table, well below that we're adding. that is the way we look at it. choppy market, oversold doing buying, do some selling when we hit resistance levels. lauren: energy names you like? >> exxon. you have to go with them. look at verticals, ev