today we've got keith bliss can us as well very good afternoon to you as well, keith.g day of may and markets are mixed. the ow, s&p 500 higher and nasdaq in the red. near session lows. the dow is closer to its highs, up 256 the high was up 346. mike, we mentioned that earlier. the tech heavy nasdaq has pulled back intraday and a lot of the cyclicals despite yields pulling back still lead the session. >> exactly the macro message is still pretty positive. the overall index, the s&p has really been just coasting for a couple of weeks now. part of it is this rotation where you have offsetting currents within the market part of it too, though, we've been talking about the news economically has been so good, but also so well anticipated you know, you have i think two articles in "the wall street journal" today tell you this people are buying real pants again because they have to go out. also, investors have higher equity allocations than ever before so those two things are working somewhat against one another when it comes to the market. >> at ll bean which is not the plac