 There's a lot of great things going on. I think we're staying bullish. Vance Capital's Vance Howard on CNBC and others point out a split. Overall, we have this market that's up about 15 percent. But when you look underneath the hood, year to date, about 40 percent of stocks in the S&P are actually down. So it's a split market. Tech and communications and services are really driving the gains. That's the way the market composition is. Truist's Keith Lerner on CNBC.