 Wall Street opens this morning after a record-setting Friday. The Dow hit an all-time high. It closed ever so slightly above 40,000. Tech stocks rebounded. Nvidia and Intel were higher. So were shares of Tesla. The market's not making any missteps here in terms of big picture. I mean, there's 300 new 52-week highs in the New York Stock Exchange today against eight new lows. Second half of July, maybe you have fewer seasonal tailwinds. Again, nothing bad. It's more about how many times have you priced in the soft landing in the first rate cut? Maybe not enough.