This make a break hour begins with a new month, a new quarter and half, but a familiar push pull between

tech and treasuries. A few giants of the NASDAQ pushing higher to support the main index as you see there,

the S&P 500 up about a seventh of a

percent NASDAQ is the leader up almost two-thirds of a percent yet a

majority of stocks continue to struggle they've been held in check in part by the 10-year Treasury yield rising to to

continue to struggle. They've been held in check in part by the 10-year Treasury yield rising to about a three-week high,

pushing the 4.5% threshold just a little while ago now at 4.48.

Apple, the biggest upside contributor to the S&P 500 and the NASDAQ on the day, both those

indexes as we said posting modest gains after big first halves.

Small caps remain a drag.

The Russell 2000, it is stuck just above that 2,000 level,

down more than 3 quarters of a percent on the day.

That all takes us to our talk of the tape. Should

investors strategy shift as the market takes to turn into the second half with

the S&P up more than 14 percent year to date or are the prevailing trends the ones to keep playing.

Let's ask Dan Greenhouse Chief Strategist that sold us alternative asset management.

Dan, good to see here.

Thank you, sir.

So, you know, the probabilities say you got a strong first half, you have this nice upward trend in the market,

seasonally things look okay, you usually have upside follow-through, but you know the complications come into detail.

So how are you thinking about

whether the first half pulled forward gains or really just reflect a

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