Earnings growth continues to be in large cap and growth stocks, says Aspire's Bob Keiser

Let's turn now to the broader markets. 61% of NYC stocks are above their 200-day moving average. That's just about a year-to-ate high according to Goldman Sachs.So, how should you be playing this rotation in your portfolio. Well, joining me now is Bob Kaiser, co-CIO and senior market strategist at Aspire. Uh Bob, you say you can stick with large cap core and growth here.We have been bullish for two years. We've expressed that mostly by uh you know through large cap core exposure and also uh growth stocks as ...