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Kayla, dominic chu, mike santoli and tim seymour. Good morning or good afternoon. Welcome to all of you. A long day for you. Its all a big blur. Starting to feel that way in the markets. Mike, why the drift lower into the close . Cant say specifically. Were looking at five days from here on out. Markets tired up seven weeks in a row. I think if you were going to rebalance at the end of the month, youre selling stocks to buy bonds. Stocks have outperformed so much. Im going to put all that out there and say, maybe some of that is at work. Its interesting. Rotation now going into fixed income coming out of the stock market instead of vice versa like weve heard so much about. As you see Interest Rates go lower, it puts the appeal in market interest stocks, utilities, telemarket, less prone to the ups and downs of the macro economy. The rotation is happening but its not like this is a new story. Weve seen this ebb and flow for a while, though. If you had to describe the rotation you think

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