You hear the music and you see the raging bull and you know what that means?

The Dow hitting a record high for the first time since January 26 joining the

S&P 500 in Nasak which are both at all-time highs as well and you might be

getting tired of winning this record closed for the Dow making it the 100th since President Trump was elected

almost two years ago.

So with the rally in full gear and stocks at record highs, where is the best place to put

fresh money to work right now?

Pete. Well, you know, based upon what we're seeing right now. Pete. Pete.

Well, you know, based upon what we're seeing right now happening in the tenure in this steady

move to the upside, I actually still think that the financials is just the beginning.

I think this is finally the time for the financials towards the second part of the second half of the year.

I think the financials actually look very good.

When you look at the balance sheets, when you look at the economy, you look at the strength,

if they can actually get some of that loan growth starting to kick in as well. I think this is the

place to be. Now I'm overly exposed to the banks and I think there are some that are overly inexpensive

versus some of those that are overpriced right now. But overall I think there are many opportunities in the big

why do you say you're over exposed to the banks why am I over exposed because I

honestly think that that is the place the next rotation I mean what we're seeing

right now is this the part of the beauty of this market has been the strength in the rotation.

We've gotten about out of the fang, he suddenly moved to the industrials and now you move to some of the

transportation, the rails and the rest of that, and now I think that the financials, now their time has come to start moving to the

I mean it was just yesterday we were saying oh was this just part of a

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