Brian Stewart

betting on momentum and things like that so I think you just have that tension where you have that desire to kind of you know it's almost like you have like a race car but you're stuck in traffic you know like you're just sort of revving the engine waiting for the traffic clear so you can get in the straightaway on the highway and you know we just keep sort of like running into construction or whatever along the way

I have seen Wayne's World, yeah.

Yeah, that's a way to look at it, right.

Yeah.

Yeah, and then, yeah, waiting for the Iran car to pass or waiting for the tariff car to pass.

Exactly.

And then, yeah, get back to it.

Yeah, I think that's a good way to look at it.

yeah um earning season starts to rev up next week we have the uh financial stocks as the uh kind of opening opening gambit um in that um financials were up this week i mean a lot of that's just sort of the the same relief rally that saw uh tech stocks up but you see like citigroup was up six percent um wells fargo was up five percent jp morgan was up five percent um so

Like I said, that was largely based on geopolitical situation getting a little better, but I think it also just sort of, you know, people are ready for these earnings.

You know, there's a certain amount of enthusiasm headed into it.

Some of these stocks, like the two that I think are most interesting, and really I'm only saying that because they've been up so much over the past year, is Citi and Goldman Sachs.

So Goldman Sachs is up about 84%.

In the past year, Citi has basically doubled over the past year.

So, I mean, these are...

well-trodden, established, giant financials.

So kind of boring companies in a boring business, but they're basically doubling over the past year.

So I think it's interesting to see whether that momentum

can continue.

Um, so it'd be interesting to sort of see how the earnings play into that kind of longer, um, stretch of, of gains.