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we just heard the case for a pullback although maybe in a small and minor way but that sector is still leading the way for this month up 11% consumer discretionary is a distance second with a 4% gain in June and while the Bulls will tout a broadening rally as a sign of strength should you stick with tech joining us now is Kyle bass heamp;#39;s the founder and chief investment officer at Heyman Capital Management Kyle itamp;#39;s great to check in with you again welcome great to see you Kelly thank you I was just listening to what Danielle said and she said yeah maybe we are overdue for a little bit of a pullback but sheamp;#39;s excited about the Market going into July and Beyond are you excited as well you know I weamp;#39;ve had unprecedented stimulus weamp;#39;ve we you have to remember we created 40% more broad money during the pandemic and the majority of that money went to the rich and went to the people with savings and so I think youamp;#39;ve seen some Equity Euphoria yo