June has always been an odd month for me specifically, and I'll tell you why.

Hockey season coming to an end, NBA playoffs coming to an end.

We're sort of at the, I don't know, halfway point of the baseball season, not really,

but we're getting there.

But the one thing that really gets me agitated is the days are quickly starting to get

shorter. Something called, I don't know, Danny Moses, like the vernal equinox or something like that,

whatever the hell it is. It's happening over the next week or so. And I always find that

interesting, it seems to come very quickly. And I say that because there are a lot of things that are happening

extraordinarily quickly here in the market, Danny, not least of which the housing market turning

right before our very eyes, the bond market moving right before our very eyes. And quite frankly,

the rug being pulled, I think, from the market right before our very

eyes. So as I sit here on the eve of the Stanley Cup finals, on the eve of the Vernal Equinox,

it strikes me that maybe the clock is, in fact, striking 12 for a number of things.

There has been market shift in this market

in the last kind of week or two.

And what I'm seeing is kind of the give up.

You're starting to see, all right,

I'm gonna buy this back, I'm gonna stay in the stock,

and then the give up.

And you keep getting punched in the face.

And I think the reality of the Fed,

not having our back is here. We're going into a Fed meeting

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