Trump's social post about repositioning nuclear subs all giving stocks a hard time today. S&P on pays for its worst day since May. But my next guest recently went overweight equities and has a year-end target up 10% from here 6950.Joining me now is Marco Papich, macro and geopolitical strategist at BCA Research. Marco, put this in perspective for us. It can be easy to get caught up in uh in in the moves of the day.Why do things look perhaps brighter to you. Well, first of all, we've been on a tear since May ...