This make or break hour begins with pretty unflappable rally stocks recovering from early sell-off,

although wavering just in the last half hour, but it does put the S&P 500 within reach of another record high.

Any positive close on the S&P today

would be a new record.

Also would be a 15th weekly gain out of the past 16.

Now this despite hotter than expected

PPI inflation this morning, the upside surprise to

CPI on Tuesday, a soft retail sales report for January along the way, as well as some

uncharacteristic weakness in the Magnificent Seven and

Nazdak 100. Nazdak 100 down almost 1% on the week-to-day basis, but

industrial, health care, grabbing the baton of leadership for the week anyway and some old blue chips such as Berkshire Hathaway, Walmart rushing to all-time highs.

So this takes us to our talk of the tape what to make of a market that so far has been tough to rattle even at a

bumpy stretch for economic data and with some signs of froth

surfacing in its more speculative corners. Let's ask Cameron Dawson

New Edge Wealth Chief Investment Officer

and Courtney Garcia, Payne Capital Management, Senior Wealth Advisor Courtney,

also a CNBC contributor. So welcome to you both. You know, Cameron, coming into this week,

it was possible to say we had hit a lot of levels

that said mission accomplished, 5,000 on the S&P,

18,000 NASDAQ 100, Bitcoin crossed above 50.

We're looking for an excuse to maybe have a pullback.

Many would have said, I would have said.

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