Branch: Lower rates are coming, it doesn’t matter if it’s September or later

You know, Greg, I gota I kind of got caught in calling you bear and Greg at the same time right there because I've always kind of known you to be at least a little bearish, but you did correct me last time we talked. You said you haven't been bearish the last two times. You've been cautious.How are you viewing the markets right now, especially after Nvidia earnings going into PCE that could change the doubbish stance that we saw from JPAL and maybe the possibility of rate cuts. I don't think it matters, Fra ...