00:00 All right, let's just get to market discussion here and boy, we've had a nice rally. Is it time
00:06 just to like, "Whoa, got my money back, a lot of these stocks, I'm just gonna take the money and
00:13 run and then sit it out in December?" Or we think Santa Claus rally, end of the year rally, what's
00:20 your take on that? I love the Steve Miller band idea of take the money and run trade management.
00:27 However, I look at December as strength getting stronger, weakness getting weaker. So if we saw
00:33 the year-end October tax loss harvesting, and that's gonna basically echo into December,
00:39 I worry about things like healthcare. Russell's kind of on the brink because of regional banks,
00:44 KRE, but look at the NASDAQ, right? I mean, so if I'm looking at NASDAQ, XLK,
00:51 XLC, Meta, Google, Apple, Microsoft, NVIDIA, SMH, now I've got to start picking sides. So I'm happy
00:58 to short a few things that I think will get tax loss harvested, whack a mold. However, there are
01:04 a lot of things that are well underway. Financials have joined the party and now the S&P is feeling
01:09 all sorts of tall and awesome with the tech and the financials helping that engine hire.
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