Sarah White

@KobeissiLetter Wild how defensive stocks are getting left behind while the market keeps ripping higher.

Defensive sectors are experiencing historic relative weakness: The S&P 500 utilities sector relative to the S&P 500 is down to a record low ratio of 0.06. This ratio has declined -40% since the 2022 bear market. Over this period, the S&P 500 has rallied +106% while the utilities sector index has increased just +38%. By comparison, during the 2008 Financial Crisis, the ratio was +200% higher, at ~0.18. Meanwhile, consumer staples, healthcare, and utilities collectively now account for just ~15% of the S&P 500’s market cap, the lowest since at least the 1970s. Defensive sectors are historically unpopular right now.

Keep your chin up; they'll come to understand.

@bbishop23 Absolutely.

Start doing something, you'll continue... Why? Because motivation doesn't cause action. Action causes motivation. itunes.apple.com/app/6443771811

@vaughtsviews I was really disappointed I can’t lie

Hope to see you there

@lippyent Sure

Truth! Did you have one?

@vaughtsviews @JDSHELBURNE For several years.

@scwhite9 @JDSHELBURNE I did not know she lived there

My granddaughter decked out for Trunk or Treat in Mt. Juliet today. Maybe @JDSHELBURNE should go by

@bbishop23 Love the look.

@bbishop23 Absolutely. Great advice.

@17ThankQ Dr pimple popper

Here’s another one! Zoom in What do you see?????

@UKSportsNetwork @MichelleKnezov @Coach_Mingione @UKBaseball @UKAthletics They were all winners.

“ Coach, how would you like this team to be remembered? ” - @MichelleKnezov “ As Winners ” - @Coach_Mingione

@KentuckyMBB @UKBaseball @brandonGarriso @collinchand13r @apc_andrew @OtegaOweh @KerrKriisa @walkerhorn_ @GrantDarbyshire @ansleyalmonor @L_RidgewayJr @mattsantoro33 Can’t wait to see you play.

Let's go, @UKBaseball!

@UKBaseball Congrats.

SEE Y'ALL TOMORROW, #BBN! #WeAreUK x #RoadToOmaha

@JenNimePalumbo @TheRealJeffRuby Keep going with Women’s Clinic.

Loved meeting Lee Anne Pope! I told her about the women’s clinic and how much fun it is for the ladies of #BBN. She wanted to know all about it. Also told her how I tried to buy her blue tracksuit, but it was already sold out.😂💙

@Nati_Sports @KySportsRadio I agree. Bring John Robic back. They need to make up. P

@KySportsRadio Giving him one more year to get it figured out and adapt… Bring KP back & get Robic back down there too

After the meeting, John Calipari will be the coach at Kentucky next year

@MattNorlander I don’t want to fire Cal. He lost games he should have won. I can tell by his starters if we will win it or lose it. Didn’t we have a scout coach who could have seen film even on YouTube to see how great Oaklands three point shooter is.

At this stage UK firing Cal ($33 million to pay him, remember) seems extremely unlikely, but source emphasized the importance of discussions between Barnhart + Calipari to be productive and positive. My read: I don’t think Barnhart wants to fire Cal; I think Cal expects to stay.

Here’s the latest out of Kentucky, per a source: Calipari—who is set to appear on his local radio show in 30 mins—and AD Mitch Barnhart have not yet met but will meet tomorrow. Intent of the meeting will be to focus on significant program improvements, not necessarily separation.

@TheeBooze @JeamX2123 @BBN_Commenter Me 2

@JeamX2123 @BBN_Commenter He’s not a God. Just a young ball god who shot over 50% for the season. You’re just a fan. (And not a good one) It’s their team, until we put up the money to get rid of them. And I, personally, have already forgiven Cal, and appreciate one of the funnest seasons we’ve had.

If Reed Sheppard goes to Mitch Barnhart and says he will return for his sophomore season under 1 condition that Calipari stays What happens then?

@JackPilgrimKSR We think the town is well name - Stark

Ah, Mississippi. Where dreams go to die.

@vaughtsviews We saw history.

Have covered UK basketball for almost 50 years now and not sure I have ever seen anything like this 5 minutes from Z -- 4-for-4 on 3's, 3 rebounds, 2 assists, 2 blocks, 1 steal and plus 23