It is just kind of a waiting game, we are waiting to see if there is going to be any stimulus attached to this funding bill, even though we know the vaccine is imminent, it is kind of this weird period where we are waiting on emergency use approval and possible rollout by the end of the week.

Ross Mayfield

That is concerning, the consumer is by all accounts in an extremely strong position but there is this kind of COVID fatigue that is really starting to wear on people’s sentiment, regardless of lockdown or full reopen, the consumer is healthy enough to spend and kind of keep the economy afloat, it will be different names and different sectors that become the beneficiaries of it.

The ADP employment report this morning (is a) big miss ... has people really locked in on tomorrow’s initial claims and then Friday’s non-farm payrolls report, to me that’s a big driver (of the market today).

Historical data shows if you have a strong first half, the second half of the year was actually going even stronger.

It’s a tech outperformance day which is pretty rare over the past two or three months as the cyclical rotation has kind of gotten underway.