For more on where stocks are heading from here, let's welcome in Warren Pies. He's the co-founder of 314 Research. Good to see you. >> Good to be here.>> You downgraded equities in July. >> That's correct. >> Yeah.I mean to be uh to give us a little bit of slack, we upgraded. We were overweight through it from May. Last time I was here, I was pretty bullish in May and we went down to benchmark weight.And so we just told our clients, look, if you've been following us, then you're ahead on the year. You're be ...