Is There a Rotation in the Markets?

There's certainly plenty of exciting trades going on in the markets, even though the s an p is backing off a couple of basis points a day lately. I would say, you know, it hasn't been a clear, sort of lock down rotation where technology gets going and the cyclicals back off, and energy gets hit. It sounds like working to need a really serious economic beat or miss to sort of jar the treasuries out of this range. Somebody wake me up if that range breaks, and i'll listen. We've got a natural gas story, we've got a uranium story,. When you start talking about energy and power with me my eyes light up because these are the