joining me now is robert teeter, head of silvercrest asset management. robert, this is a chock full of analyst numbers. are things relatively stable with markets near record highs? >> good morning, dom. great to see you again. i do think it is important to stay the course here. you mentioned a number of catalysts unfolding, the timing of fed policy creates uncertainty. we think the path forward will be led higher by earns. earnings season has been okay. the outlook is for improving earnings outlook on better profit argins. companies will have to work hard here with the slowing economy. we do think there will be volatility in the coming weeks, but it is important to stay the course in the weeks and months ahead. >> the ones that matter, robert, are the magnificent seven stocks because they provide the bulk of the earnings growth in the s&p 500, but there is a lot more focus on some of the other names these days. are we going to continue with the broadening out theme or focus on the names that generate the growth and earnings? >> for now, there is a lot of