Use market downside to lean into durable growers like Alphabet, says Raymond James' Matt Orton

ing us now with his best ideas in all this, Matt Orton. He is chief market strategist at Raymond James Investment Management. Matt, I'm not going to sit up here and make too big of a deal.About a half percent decline in the NASDAQ. It's summer, volumes are light, but you have to admit there's been this like everybody's been kind of waiting for this rollover, broadening out, rotation, whatever you want to call it. And every time we see a move, we ask if this is it.What say you. Hey, Brian, it's always great ...