 Those are legitimate concerns. And you can add the fact that we're coming up on a few months, August, September and October, which have had some very rough performances at times. But underlying that is a recent shift in investor focus away from the so-called magnificent seven stocks like Amazon, Apple, Alphabet and Nvidia and back towards small caps. Pickwick Capital's Chris Verone says the recent outperformance of the small cap based Russell 2000 is giving him a great deal of hope.