The Uncertainty of the Markets

The markets have a tendency to go up about 90% of the time. This environment, I think, while it's as boisterous a rally as any we've seen, 17% first half for the S&P 500 is a really great year. Look at the companies that are benefiting in this route. The right companies with good fundamentals are doing well. And you can take some solace in that even if you think maybe it's too fast or not broad enough.