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you know our guests are smarter than we are yeah it's 98 degrees high in paris today

which is not quite like phoenix where it's a hundred and eight degrees it's a dry

high today lake tahoe which is where nancy t hangs, Lake Tahoe's 55 degrees. She's got it all

figured out. Like she's got the heat on. She's smarter than we are. Nancy Tangler, thank you so much

for joining today with Laffert Tangler Investments. How do you approach your portfolios, given the end June 30 in earnings and

revenue season beginning July 14th? Yeah. Good morning, Tom. Good morning, Paul. Well, it's always tricky,

isn't it? I mean, we have had a very good year, so we're well ahead of the benchmarks.

And that's because we rotated early out of some of trimming back some of the tech names that were still overweight technology

...