let's ask cameron dawson, chief investment officer for newedge wealth here at post nine. what's up with today's action? the pce came in, in line, no sur surprises, whatsoever. yields are elevated and after hitting these new highs for the s&p and the nasdaq, we kind of rolled a little bit. >> we are extended and overbought and maybe that say little bit of what's going on, which is that the pce was good, right in line, you did see some revisions higher in last month, so maybe that caused people to say, oh, all the data isn't great, but we have to respect the fact that though the trend is higher, in the very short-term you are hitting this wall, we're in the blackout period for share repurchases, you're overbought, you have very extended valuations positioning. it is not surprising to see this little bit of a breather. we'll see if it continues, though. >> i don't know if you or one of the voters in our delivering alpha quarterly poll here, but we did ask people what's next for stocks. 36% say we're due for a drop of 5% or more by autumn. now, it is always hard to read into