The Top 3 Things to Watch in the Next Two Weeks

I'm actually kind of pleased at how little drama there was. And I think the surprise was how little the Republicans got in terms of cutting back spending. The real question now is are we seeing folks that are tactically deciding, look, this AI has ripped and if you look at things like QQQs versus IWM or S&P 500 market cap versus equal rate. Many of these indices that are kind of style or size or concentration constrained or differentiated have hit extremes that we haven't seen in a long time.