plus find out why black rock's jeff rosenberg thinks investors should be moving away from fixed incomeng their money to work. josh brown and alicia levine with us. mike santoli i come to you first of all you said interna pretty good you have got cyclicals doing well today final couple of hours of trade a bit soft >> they were sort the healthy part of it is what you really have -- it is not paid to overthink the way this market has managed to find a way to progress higher with this rotation w the dynamics we have been talking about. not a lot of selling pressure. however, it has also clicked to a lot of the targets you might expect it is up 10% on the s&p 500 year to date. it is basically above the average strategist's year entarget that's not bearish, but it shows you we have front loaded some of the gains for this yea also the first half of every month this year has been strong. you get to the options expiration, this month is on friday, and maybe you have turbulence i am not saying those are the only thinks going on but it has happened each month. i think those things, the muscle mem