Great time to check in with Tom Lee head of research at Fundstrat, chief investment officer of Fundstrat Capital as well as a CNBC contributor. You weren't really impressed with June that much in terms of the the averages. Kind of stalling out and you expect you expect July to be better as valuations are more reasonable and and sentiment is not crazy bullish.Does that sum things up. >> Uh, yeah. I mean July we're going to get Q2 earnings.>> Right. >> And uh, in the first quarter earnings came in way better ...