July seasonality is really positive, says 3Fourteen's Warren Pies

Warren, um, good to have you on. You know, we hear you you've been giving the market the benefit of the doubt for some time. It's it's been the right way to approach it right here.How does the things set up right now in terms of what the market has already been feeding off of and where do you think it goes from here. Yeah, I mean, I we're still overweight equities. Uh, that's been our posture since early May.Uh, we stepped out, we neutralized our overweight back in February and and kind of got back in in ea ...