Here's the Committee's discretionary playbook

Discretionary has been a really interesting space. It's it's been getting trounced by staples so far this year. Looks pretty good today.Just uh consumer confidence beat. So, that's one thing. But that was after Home Depot showed unexpected Q4 comps growth.And that stock was up a bunch. Lowe's up. A lot of the homebuilders up uh today, cruises, casinos.Part of it, Jimmy, plays into the Halo idea. Um, Carvana, which Joe owns, has been on the list I read earlier. Win was on the list I read earlier today, too.> ...