Yeah.

A lot of upside surprise from the big tech companies.

Still a lot of big guidance and delivered CapEx numbers around the AI theme that's powering a lot of the growth, um, in the United States.

And the earnings results have been good globally, where we're in a positive, uh, earnings upgrade cycle across most of the developed and emerging world.

And so I think that's helping to power markets, uh, to, to new highs here.

And obviously, there's still a focus on the war.

Happy to see, uh, at least the, the prospect of, of better news this morning with the potential deal.

I mean, outside Mach 7, outside AI, where else are you seeing opportunity, whether it be here or internationally?

I mean, when you think about the equity outlook, is there a strategy that may be set up for a win? Is there a way to navigate this? How so? Well,

I think first and foremost, our view is investors should stay in the market here, which can be uncomfortable with stocks close to all-time highs.

But one really important positive from our perspective is when we go and try to measure the psychology of investors in the market, This looks like a pretty unloved rally.

We're certainly not seeing signs of euphoria along the lines of what might have been present in the late 1990s.

for example.

I think that coupled with the strong earnings environment supports maintaining equity allocations here.

Going one layer beyond that, our focus is really on diversification, both within the US equity market and globally as well.

And for the Chinese stocks, I know we were talking about Korea, and for the Chinese stocks, do you have certain favorites there? I mean, are there names that really jump out at you? And then what about the MAG7 names?