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foreign [Music] stocks trash hi everyone Welcome to the Real Vision Daily Briefing with me today is Tavi Costa partner and portfolio manager at Crest cat Capital hi Tavi how are you good Maggie thanks for having me appreciate the thing bye I I we appreciate you being here and um as you can tell we took that question right from one of your recent research pieces because we loved it and its a really interesting one to ask given that stocks are rallying today even though the whole U.S treasury yield curve is now above four percent what did you make of todays action well Im not in agreement with markets recently as far as the rally that weve had over the beginning of the year so far especially in technology companies I have a long-term view that we are at Peak valuations for many reasons and Ive had that view for a while this is not uh just uh from todays reaction but if I take my short-term hat off and put my long-term hat on what I think is going on is is really investors have bee