had a top, isn't the top open so the smoke can come out >> i'm not an expert on teepees. let's bring in tony dwyer, chief market strategist. >> please. >> i will not ask you, tony, about teepees. >> thank you >> in terms of this notion of the rotation, is this a rotation that you respect, meaning that you go with this rotation out of technology, into the financials? >> here is one of the reasons that i think we're actually on a correction that's been wrong for the last percent and a half or so when we initially increased our target this year to 2470 early in march and it's gone up a little bit since, it's because the citigroup economic surprise index was so low so many people were calling for the economy to collapse, and we were saying that all of those headwinds that have been with the cycle during this cycle have become tail winds. you now have global growth, you have a lower dollar positively impacting earnings you have increased capital spending plans, increased incomes. all those things are good and expectations are really low. what makes this different, the citigrou