Stocks Taking a Breather to the Upside

Seasonality is still a head wind through the end of september, and really doesn't get better until we get into late october. Seasonality is actually a tail wind post the mid term election. And so that could be something that gives us a little bit of relief. We're stll in this utmotion on yields, on the dollar. You wonder whether that's going to start to matter within the stock market. I know you've taken a look at kind of where there seems to remain, things like valuation and earnings risk,. Where maybe it's been more discounted.