| the winners in 2022. | 3.839 | Jump to 6.72 |  |  | 
              
                
                  | one this one is more growth more | 3.681 | Jump to 23.279 |  |  | 
              
                
                  | inflation the last one was like a long | 3.681 | Jump to 25.279 |  |  | 
              
                
                  | stretched out one and we think | 4.319 | Jump to 26.96 |  |  | 
              
                
                  | about the three worst performing sectors | 4.48 | Jump to 43.28 |  |  | 
              
                
                  | in the s p in the last six months our | 4.72 | Jump to 45.12 |  |  | 
              
                
                  | all three sectors and energy is one of | 4.0 | Jump to 53.6 |  |  | 
              
                
                  | some people say oil is going to hit 150 | 4.16 | Jump to 57.6 |  |  | 
              
                
                  | oil production is about 2 million | 3.36 | Jump to 70.64 |  |  | 
              
                
                  | our 2020 theme a good recipe for a good | 6.241 | Jump to 76.799 |  |  | 
              
                
                  | need a more hawkish fed one example data | 4.8 | Jump to 123.84 |  |  | 
              
                
                  | three things number one everyone expects | 4.08 | Jump to 134.239 |  |  | 
              
                
                  | opposed to q2 second of all fed raises | 4.8 | Jump to 141.92 |  |  | 
              
                
                  | inflation estimates and the third of all | 4.64 | Jump to 144.56 |  |  | 
              
                
                  | rate hike in 2022 think about the june | 5.92 | Jump to 149.2 |  |  | 
              
                
                  | dot plot seven fed people said yes yeah | 5.36 | Jump to 151.76 |  |  | 
              
                
                  | year again arkans the consensus is two | 4.32 | Jump to 161.44 |  |  | 
              
                
                  | market is saying maybe three we are | 4.24 | Jump to 163.92 |  |  | 
              
                
                  | really saying two inflation yes it's | 4.32 | Jump to 165.76 |  |  |