Brennan and jon fortt at post 9 of the New York Stock Exchange stocks rallying today with that trade deal reaching phase one in the books. Banks, earnings season capped off nicely by Morgan Stanley dow closes above 29,000 yesterday for the first time and we see s p 500 up over 3,000 for the first time guys, good morning. Chris, the question ive got this morning is where do you find opportunity in a market thats been roaring like this . You look at the growth fund, also small caps are small caps a place where investors should be paying more attention . They arguably havent run quite as much. I spent the last two days meeting with about 30 companies, small to midcap. And the excitement in the hallways at the conference were quite good the opportunities are very specific, though i think you have to look at the end markets. You know, data center recover will be better this year 5g weve talked about, infrastructure and devices but we also see Software Security, clearly after the iran situat
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