All right, Sarah, thanks so much. Welcome to overtime. I'm Scott Wopney. You just heard the bells. We, of course, just getting started here. In just a few moments, I'll speak live to billionaire investor Carl Icon. It's an overtime exclusive. We can't wait for that to get his views on the markets and find out

where he is placing his biggest bets right now. Let's begin though with our

talk of the tape. What the tide is truly turning in favor now of the Bulls.

Let's welcome in our panel Eric Johnston of Cantor Fitzgerald, Shannon

Sakosha of Boston Private Wealth, and of course the Half-Time Investment Committee.

It's great to have you both with us.

Eric, I'm going to begin with you because you have been bearish and you know what?

You got a lot of cred because you've made some great calls lately that have come to fruition.

January to February 24th you are looking for a pullback in stocks of 10%

while the market sold off 10% in six weeks.

From February 24th to March 7th, you were tactically bullish looking for a big

trading bounce. We're up 5% in a week. So I'll give you all the cred. The question is now, is the

tide turning? Stocks up vix down for six straight days

s and p 500 back above its 200 day apple with a big rebound earnings all right nike he

said things are good what do you think?

So you know this we think this is a classic sort of bare market rally

sentiment got extraordinarily negative if you look at systematic strategies,

CTAs, they brought their exposure close to five-year lows, hedge funds

de-risk, things got washed out. And so we think this bounce where we're seeing

now CTA starting to increase

their equity exposure. Hedge funds have stopped the risking and actually

adding small and now an individual investors are sort of getting their

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