RUSH TRANSCRIPT Within the ░░░░░░░░ time frame so let ░░░░░░░░ bring in Brian van ░░░░░░░░ chief investment officer m ░░░░░░░░ p wealth advisers in ░░░░░░░░ Connecticut stocks marching higher ░░░░░░░░ and tech really leading ░░░░░░░░ games Part of that ░░░░░░░░ a strong results from ░░░░░░░░ and the other is ░░░░░░░░ s a I plan ░░░░░░░░ creation of stargate that ░░░░░░░░ hundred billion dollar investment ░░░░░░░░ a I infrastructure missing ░░░░░░░░ Hye I mean just ░░░░░░░░ a I plan increase ░░░░░░░░ gap of u s ░░░░░░░░ in tech gg The ░░░░░░░░ just think this plan ░░░░░░░░ the balls around the ░░░░░░░░ that the area recent ░░░░░░░░ in the tree is ░░░░░░░░ over and if you ░░░░░░░░ at performance of the ░░░░░░░░ over the last couple ░░░░░░░░ we know that the ░░░░░░░░ servant has been a ░░░░░░░░ contributors Me last year ░░░░░░░░ to about Christopher percent ░░░░░░░░ the overall return of ░░░░░░░░ us and p five ░░░░░░░░ So I think this ░░░░░░░░ you know the optimism ░░░░░░░░ the investment the plan ░░░░░░░░ growth the Trump is ░░░░░░░░ out but also the ░░░░░░░░ that we didn t ░░░░░░░░ wide sweeping tariffs get ░░░░░░░░ this week gave the ░░░░░░░░ a little bit of ░░░░░░░░ cyber leave as earnings ░░░░░░░░ been coming in better ░░░░░░░░ expectations and we seen ░░░░░░░░ reflect the bulls in ░░░░░░░░ stock market in the ░░░░░░░░ market So far this ░░░░░░░░ And Brian I want ░░░░░░░░ pick up on that ░░░░░░░░ You mentioned at the ░░░░░░░░ and that is the ░░░░░░░░ big theme really impacting ░░░░░░░░ market Today Trump now ░░░░░░░░ a 10 percent tax ░░░░░░░░ goods from China from ░░░░░░░░ the first wears on ░░░░░░░░ campaign trail he threatened ░░░░░░░░ sixty percent tariff Some ░░░░░░░░ s stock seem to ░░░░░░░░ taking this announcement in ░░░░░░░░ At least two day ░░░░░░░░ idea that they might ░░░░░░░░ be as bad as ░░░░░░░░ You agree with that ░░░░░░░░ I don t think ░░░░░░░░ re out of the ░░░░░░░░ so to speak with ░░░░░░░░ around a policy decisions ░░░░░░░░ terms a timeline of ░░░░░░░░ same place as Trump ░░░░░░░░ this week regarding our ░░░░░░░░ trading partners here domestically ░░░░░░░░ us with Canada and ░░░░░░░░ which accounts for about ░░░░░░░░ percent of of trade ░░░░░░░░ about nine hundred and ░░░░░░░░ billion dollars into As ░░░░░░░░ consequence I think over ░░░░░░░░ next couple of months ░░░░░░░░ re going to see ░░░░░░░░ and more of these ░░░░░░░░ decisions and clarifications around ░░░░░░░░ playing out So I ░░░░░░░░ for now the mood ░░░░░░░░ Wall Street is focusing ░░░░░░░░ earnings earns coming in ░░░░░░░░ than analysts expectations thus ░░░░░░░░ but I think at ░░░░░░░░ same point in time ░░░░░░░░ still need to you ░░░░░░░░ your for the risk ░░░░░░░░ policy decisions and into ░░░░░░░░ get it sense of ░░░░░░░░ path of those tears ░░░░░░░░ how that might play ░░░░░░░░ on global trading partners ░░░░░░░░ say don t get ░░░░░░░░ enthusiastic at this point ░░░░░░░░ what we see is ░░░░░░░░ it might take a ░░░░░░░░ bit longer for these ░░░░░░░░ to play out through ░░░░░░░░ s cabinet as well ░░░░░░░░ I could be Some ░░░░░░░░ objections as well Our ░░░░░░░░ will have to leave ░░░░░░░░ there Thank you so ░░░░░░░░ Brian van der of ░░░░░░░░ p wealth advisers.