another 12-year high. that s 12 consecutive trading sessions when the nasdaq has been hitting that 12-year high. and the s&p, also record high, trading at 1,650. a mini rally is what you would call this. it took hold this morning off the markets after noted investor david tepper said on cnbc this morning that he is, quote, definitely bullish on stocks. is that long-anticipated pullback just not in the cards right now? that s the question. the big question that everyone s asking. let s get to our market panel to pose that question. tim leetch, sean darbi of jeffries, and ralph acampora. so what is the eventual needle that bricks this balloon? and we ll start with you, ralph. i don t know. honestly, i think things are great. i love it when people keep talking about a 10 to 15% correction. i love it with the cyclicals moving now. we ve gone from four years of disbelief, and now we re in the early stages of belief. i think we ve got a lot more to go. how are we in the early