We welcome in Joseph Chapashnik, founder, portfolio manager, Rainwater Equity. Thank you so much for being with us. Folks are constantly looking for opportunity.At the same time, they may be cheering their 401k and IRA when they see records, but they start to wonder what's too frothy, what's coming next. Um, what's your most recent market outlook. Has it changed at all.Well, there's nothing wrong with being happy, especially on a Friday, but I I think that the market is looking at uh where the Fed will will ...