Welcome to Seeking Alpha's Wall Street Breakfast Sunday Edition.

I'm Rob Isbitz, a Seeking Alpha contributor under the profile SunGarden Investment Publishing.

My friend Matthew Tuttle of Tuttle capital management is with me again.

He's a fellow Seeking Alpha Contributor

as we look back and look forward.

Tell me what's on your mind.

The main things that are on my mind,

there's a ton going on, but what I am focused on first and foremost is what's the Fed going to do?

Because I think once we get through all this Middle East turmoil,

assuming it doesn't turn into a broader war,

that's going to be the main focus.

And then number two, the Magnificent Seven earnings, because the Magnificent Seven's like 90% of the S&P 500 returns this year.

And I saw Bloomberg did an article the other day that you know those stocks were

estimated to have earnings growth of 34% pull those out of the market and everything else is looking at negative earnings growth.

So I think those things are going to be very important.

I do think that the Fed is not going to raise this year.

And so once we get through all of this,

you know, Middle Eastern turmoil

and once we figure out why rates are

spiking I might actually be a little bit bullish at the moment.

It's amazing to me how much investing has turned into, I mean even more than in the past, an emotion

and confidence game, I remember a long time ago reading a book about investing in my early days and it said, well,

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