Is the market's week-l long pause working to refresh the bowl for a further climb, or is the market undergoing a midsummer stall much as it did this time last year. Let's ask Avery Sheffield, co-founder and CIO of Vantage Rock Capital. Avery, good to have you here. Great to be here.What is your read on this. It's, you know, we've gone from three months ago this moment of kind of maximum uncertainty to now having a little bit of perceived clarity out there. Does the market have it right that we should feel f ...