Bonds selling off, too, with a yield on the tenyear topping 1. 5 , first time in a couple weeks. Has us wondering whether the early signs of 0 great rotation of under way. Kevin oleary, is that the case . No, i dont think its the case. Why ill hold back, i want to see the rests of the earnings season. I think what will happen, best case, flat on earnings, because usually analysts sandbag 3 . Going in being down 5. 6 year over year. I think well come out flat. Im concerned about forward, because youve got two camps. People saying its going to be great. The next three quarters spectacular. Waiting to hear from the companies themselves to see what theyre saying. They now have big headwinds on currency again. If soft on numbers, this correction will, or this optimism will be short lived. Wow. I was expecting you to be more optimistic. Stephanie link, is kevin oleary right on the market . Yeah, i think so, to some degree, but i also think you can play some cyclicals. I have kind of a 75 cyc