Earnings season should help with portfolio rebalancing, says Vios Advisors' MIchael Bapis

47,000 Alicia. If nothing else is representative of a resilient market, >> resilient market, resilient economy despite all the fears and earnings that are being revised upwards and the Fed is cutting into this. So we did have our V scare.It took 3% off the top pretty quickly and then ultimately what came through is that corporates are resilient and whatever fears there were wasn't going to rebound further. In the end, the tariff conversation is quickly absorbed by markets to not be what's going to undo this ...