Welcome back to the Stady Trade podcast, everyone, back with Matt McCall.

I am Tim Bowen.

We've got something, you know, a very interesting topic.

We're going to, I think, you know, as we were discussing it getting ready, we may kind of

veer off a few pass here.

But one thing that we're noticing, and a lot of the data is backing it up, is a lot of these consumer staple names, et cetera.

I just got restocked, by the way, Matt.

So I'm all loaded up for the podcast.

So if you wonder why Altria just keeps hitting

and PM just keep hitting 52 week eyes. Here we go. Anyway, so we've seen a big rotation into a lot

of these, you know, consumer staples names, kind of a big shakeout in a lot of the discount

retailers. Though, you know know big lots just went bankrupt

you know dollar general is down like 30 percent but um there are a lot of opportunities in there

and it's kind of something that I've been seeing a lot with with these names and you know as always

we're trying to keep you kind of ahead of the trend so as always I'll kind of kick it over to Matt you know he puts together all the killer data etc you kind of ahead of the trend. So as always, I'll kind of kick it over to Matt.

You know, he puts together all the killer data, et cetera, to kind of, you know, break this down

to get us started here. Yeah, yeah, thanks to him. I mean, consumer staples in a month of

September hit an all-time high, which everybody thinks about this year and everybody thinks

Nvidia, tech stocks, right, crushing it.

And believe it or not, the Consumer Stables ETF, which is XLP,

is more than double the gain of XLK,

which is a technology ETS, the spiders.

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