Speaker holds RSP but pauses on the broadening trade thesis until after next week's earnings begin.

Equal weight is on track for its seventh straight weekly decline. This is RSP.

So, let me get uh RSP here. So if I go to RS Pizzle and I go out to 22, 22 was here. Oh yeah. I mean this is nothing compared to the length of time we had pain in 2022. But that is an interesting comparison.

So we also had it over here at the beginning of 25. Interesting.

So, we got the broad commas. They's up. Uh we've got RSP is actually moving up today. cyber security.

we got to talk about the whole rising tide because RSP is really, in my opinion, the equal weight is just a signal of the 2002 and 2022 bottom.

And I just explained how this top could actually end up looking like the bottom. Now we got to talk about why is it that companies in the equal weight are suffering especially companies like utility companies which are supposed to be feeding the whole AI boom right like isn't that supposed to be dominating uh right now when it's it's not a lot of small cops small cops small caps are doing poorly as well.

So, let's focus now on this RSP issue.

Is it possible that RSP just bottomed out on Friday? So this idea that the RSP uh weakness or the equal weight weakness only happens in bare markets.

But I do think right now I think we own RSP. I think the broadening trade, let's put a pin in that for October because earnings are going to start really in earnest next week.