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heading into uh 2022 and is this a 5.519 Jump to 21.6
    DATE 2022
conditions globally right of the 24 4.32 Jump to 34.48
    CARDINAL 24
sheets by 13 trillion dollars that 4.32 Jump to 59.68
    MONEY 13 trillion dollars
that's 29 4.56 Jump to 62.239
    CARDINAL 29
one point two is we're starting from 5.521 Jump to 66.799
    CARDINAL one
example have almost 3 trillion dollars 4.0 Jump to 94.159
    MONEY almost 3 trillion dollars
see we own almost 200 companies globally 5.2 Jump to 104.0
    CARDINAL almost 200
22. um just remember also that we were 7.68 Jump to 121.6
    CARDINAL 22
up 20 in 2020 we're up whatever 22 23 6.239 Jump to 124.64
    CARDINAL 20
    DATE 2020
    CARDINAL 22 23
i know that you know your pencil in a 4 5.12 Jump to 140.56
    CARDINAL 4
900 target on the s p 500 with good 4.961 Jump to 142.879
think they're really two things one is 3.76 Jump to 160.0
    CARDINAL two
about a third of the inflation 3.28 Jump to 162.4
    CARDINAL about a third
basis the second thing as i mentioned 4.959 Jump to 170.0
    ORDINAL second
that we're using a 5 cpi in the us for 6.48 Jump to 183.28
next year the consensus is 3.6 it will 5.119 Jump to 186.48
    DATE next year
    CARDINAL 3.6
come off towards the second half of the 3.68 Jump to 189.76
    DATE the second half
let's say in public markets from a five 3.599 Jump to 223.92
    CARDINAL five
knocked loose along the way with a five 3.12 Jump to 231.36
    CARDINAL five
so a couple areas to focus on number one 3.52 Jump to 234.48
    CARDINAL number one
that's going to be an issue number two 4.959 Jump to 238.0
    CARDINAL two
history will look a lot like the 2003 to 6.48 Jump to 271.12
    DATE 2003
2007 recovery where at that time china 4.88 Jump to 274.72
    DATE 2007
one to two trillion per year building 5.119 Jump to 289.36
    CARDINAL one
time where 81 3.761 Jump to 294.479
    CARDINAL 81