i'm frank collin in for the judge, scott wapner. front and center, stocks are on pace for their best months since 2020 the numbers are coming in a lot better than expected so what is your next money move? we'll debate that with the investment committee joining me for the hour today are jason snipe, rog sneechen and rob leebenthal the russell 2000, just fractionally higher. the ten-year note, as carl just mentioned it, 2.631 right now, taking a move to the downside during this trading day. you've got to remember, a month and a half ago, it was almost 3.5% the yield on the ten-year. we've got to toss it around. let's start off with you, brin, what are your thoughts on some of the market moves? right now, we're setting up, things aren't as bad as a lot of people thought they would be the market really seemed to like what jerome powell had to say. earnings season, better than expected >> i think it depends which earnings you're looking at i think we have all gone into this quarter 's earnings and holding our breath to see what these com