Let's stay on the market. Let's bring in Aerial Investments vice chairman Charlie Binscoy and HSBC chief investment officer Jose Rasco. Great to have you both here.Charlie, I'm going to kick this off with you. I'm going to pick up on something that was just touched on by Mike and John. And that is uh what we've seen so far in this earning season because we've seen this upside surprise to earnings, but there's also been this debate with a number of Wall Street strategists writing about it this week on the co ...