The Binary Week: Nervousness in the Leadership Group

The biggest vulnerability is in the large cap tech because that's where, on one hand, price vulnerability has been. The strange thing is, though, they're vulnerable because of price, but not vulnerable to fundamentals. So those are the concerns. If the market roll is over, that's going to be very painful for a lot of people. And this is a binary week, right? I mean, if inflation numbers show a real decline, then the market's going to take off. It's binary based on them. What you're seeing today is really nervousness in that very leadership group that you're talking about.