We're joined now by Warren Pies. He's 314 research co-founder. It's good to have you.Welcome back. >> It's good to be here. Thank you for having me.>> I mean, I guess that is the question. Just h how far can stocks continue to go up. They don't seem to care about anything other than what's right in front of it.Earnings are good. Rate cuts are coming. And the economy is strong.I don't care about tariff headlines. I don't care about this and I don't care about that. Is that where we're at.>> I think you're ri ...