Sure, good morning Sam, you know I think this is just some normal consolidation. It's nice to see that potentially we can get a vote from the House on getting the government shutdown over with tomorrow, which would be nice for the markets, but then that's also going to bring in a lot of the economic data that's been in the queue so to speak. Goldman Sachs put out an estimate they thought 50,000 jobs were lost in October. Perhaps that's not that big of a deal. Maybe an uptick in unemployment toward 4.5% doesn't rattle the bull thesis of a strong enough economy, double digit EPS growth, four quarters now. As we move through Q4, we've got bullish seasonality, potentially performance chasing, and technical support held on Friday at the 50 SMA on the S&P 500. That held up, which is nice to see because traders have something to trade against for exits if support doesn't hold in the coming weeks. For Q4, historically a good time for the market, but not 100% sure it's all about AI. Some damage done to speculative momo group, including quantum computing and crypto lagged. Bitcoin trying to hold support at 100k. The question is when we get economic data, does it thwart our thesis of more Fed easing in coming FOMC meetings? Currently about 69% for December. Another question is rotation—does it broaden out beyond small caps into other sectors? We've seen selloffs post earnings in Palantir, Meta, and CoreWeave in data center compute leases. Wonder if rotation will keep index levels in a healthy uptrend. We'll take it as it comes with data and Nvidia earnings next Wednesday.