Stuart Kaiser

What happened last week is the moves accelerated and it got quite volatile.

And I think that impacted the way that folks managed risk.

And it's also, to be honest with you, a pretty simple math question, right?

You know, if you take the MAG7 plus Broadcom and a few others, you pretty quickly get close to about 50% of S&P market cap.

So when you're selling those stocks, you have to find a home for them.

What happened last week is the moves accelerated and it got quite volatile.

And I think that impacted the way that folks managed risk.

And it's also, to be honest with you, a pretty simple math question, right?

You know, if you take the MAG7 plus Broadcom and a few others, you pretty quickly get close to about 50% of S&P market cap.

So when you're selling those stocks, you have to find a home for them.