The S&P 500: A Good Rotation

Italy decided to throw basically a 40% tax on excess earnings saying that the banks in Italy should not be benefiting from the ECB raising rates. Moody's downgrade 10 US regional banks you have them put on negative watch many other big ones pointing out what we kind of already know but people should read it. Energy seen a little bit of a nice rotation here I think you know energy industrials transportsYeah so I want to go back to the S&P 500 for a second here because I push back a little bitYou know we talked about this notion and you were joking me before we came on here you were listening to me on market call or one of these things it says sounded like you threw