| they're butting heads with one another | 2.559 | Jump to 61.6 |  |  | 
              
                
                  | we just did a survey and we got 95 | 4.16 | Jump to 73.92 |  |  | 
              
                
                  | been you know one i think that the | 4.64 | Jump to 111.92 |  |  | 
              
                
                  | was basically back to 2013 2014 highs | 4.721 | Jump to 142.319 |  |  | 
              
                
                  | and late 2020 highs it's about the most | 3.681 | Jump to 144.879 |  |  | 
              
                
                  | one thing our trading desk told me this | 3.12 | Jump to 175.44 |  |  | 
              
                
                  | a wild ride the past two and a half | 2.96 | Jump to 188.08 | 
                      
                        
                      
                        DATE
                      
                      
                        the past two and a half
                      
                     |  | 
              
                
                  | in the headline that might be seven | 2.401 | Jump to 200.879 |  |  | 
              
                
                  | well one of the things our rate strategy | 3.28 | Jump to 211.28 |  |  | 
              
                
                  | how one of the big themes they see not | 3.44 | Jump to 216.56 |  |  | 
              
                
                  | 2022 but they think people are | 3.2 | Jump to 228.72 |  |  | 
              
                
                  | 2023 and how high the fed could | 4.72 | Jump to 231.92 |  |  | 
              
                
                  | over the next say six months or so is be | 3.921 | Jump to 258.639 | 
                      
                        
                      
                        DATE
                      
                      
                        the next say six months or so
                      
                     |  | 
              
                
                  | the first half of this year no one said | 4.4 | Jump to 279.28 | 
                      
                        
                      
                        DATE
                      
                      
                        the first half of this year
                      
                     |  | 
              
                
                  | 2022 | 3.2 | Jump to 288.4 |  |  | 
              
                
                  | i think it's going to be a tale of two | 2.88 | Jump to 290.24 |  |  | 
              
                
                  | halves so i think the first half of the | 3.12 | Jump to 291.6 |  |  | 
              
                
                  | reasons is one value cyclical small caps | 4.399 | Jump to 296.08 |  |  | 
              
                
                  | consensus numbers are still at 3.9 | 4.48 | Jump to 301.84 |  |  | 
              
                
                  | average is two and a half also typically | 4.08 | Jump to 306.32 |  |  | 
              
                
                  | in advance of the first fed rate hike | 3.84 | Jump to 310.4 |  |  | 
              
                
                  | in 2023 gdp is expected to cool back | 4.64 | Jump to 333.68 |  |  | 
              
                
                  | down to average type levels of about two | 3.12 | Jump to 336.4 |  |  | 
              
                
                  | think in the second half of the year | 3.84 | Jump to 341.28 | 
                      
                        
                      
                        DATE
                      
                      
                        the second half of the year
                      
                     |  | 
              
                
                  | to growth i think first half is value | 4.0 | Jump to 355.36 |  |  | 
              
                
                  | second half is growth | 4.32 | Jump to 356.96 |  |  | 
              
                
                  | for the end of next year is still 50 50 | 4.0 | Jump to 362.8 | 
                      
                        
                      
                        DATE
                      
                      
                        the end of next year
                      
                     |  | 
              
                
                  | out um i would actually say second is | 4.319 | Jump to 382.72 |  |  | 
              
                
                  | one to two months so if we do get a | 3.44 | Jump to 399.199 |  |  | 
              
                
                  | secular growth is about 51 of the market | 3.84 | Jump to 409.199 |  |  |