Watched someone from RBC giving her analysis on the economy and she made a lot of sense. She said the market is assuming that the rate of change in unemployment will continue at the same rate we just saw but she thought that was misplaced. I think it makes sense that we had a big surge initially because we were coming from a high level of unemployment and low level of economic activity. I also think there may be a second wave of layoffs after the PPP period runs. Going to trim some positions tommorrow in Blackstone and Blackrock. Nothing big but just going to reduce and replace some cash which I spent on other investments so if we get a pullback I can add to some other positions.