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Tim leach is with me. He says this was a much needed pause. He joins us along with bob from cabbot Money Management along with rick santelli. Tim, you believe theres an upside . I do. This has been the clearing correction weve been looking for in the marketplace. Granted, were going to be in kind of dead water here until after the election after the election, were going to get clarity regardless of which way the election goes. Were looking for a positive bias to the end of the year. What sectors lead us in that positive bias . Where do you want to be exposed . Were still believers in technology. We know its been soft here lately. Theres going to be a tremendous amount of demand. As we know, revenues are really hard to grow in this kind of marketplace. So companies are going to have to continue to squeeze efficiency out of their operations. That means technology. Were also believers in finance and financial companies. Okay. Rob, where are you on this question . How are you allocating ca

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