Parts of the market outside of tech remain pretty attractive: Hightower's Stephanie Link

Joining us now, Stephanie Link, uh, chief investment strategist, portfolio manager at High Tower Adviserss, as well as a CNBC contributor. And I, you know, I've learned not to ask you what the market's going to do uh near term. And it with you, you know, you're managing money, so it it it has to do with individual names and doesn't really matter what uh the overall market's doing.But would you be more cautious based on the number yesterday or simply based on the PPI or simply based on uh the August Septembe ...