Adam Coons is with me, chief investment officer at Winrip Capital Management as markets are at new highs. Are they too frothy. Where are the bubbles.We have so many questions for Adam today. It's good to see you. Welcome back.Thanks for having me. So, how are you feeling about this market now. I mean, like you said, it is frothy.uh so it does feel a little bit extended but when we look at the economy and you know the real data signs it's hard to see a case that uh the market should be going down or anything ...