on this tuesday december 28th if you |
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p 500 and the nasdaq in the red although |
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there were brief moments where all three |
3.68 |
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ward said it better in 1949 you can ring |
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looking at the s p 500 nasdaq off about |
4.48 |
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you think for the first second first |
5.2 |
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half of 2022 |
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moving into 2022 and most importantly |
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duration of 2022 and that sets up very |
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let me go to boris on this one because |
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it seems like the s p 500 closing just |
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trend of the s p 500 over the course of |
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2021. now on one hand does that suggest |
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into 2022 because we did have a guest |
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think the early parts of 2022 is going |
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to be a mix of two narratives you have |
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in the nasdaq to beat earnings in 2021 |
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while we are bullish for the first two |
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quarters of 22 |
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to crowdfunding which is one of the |
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2000 which has had an interesting path |
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over 2021 as well |
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for actually picking the stocks and one |
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the russell 2000 this past year is |
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concentration uh over 50 percent of the |
4.56 |
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russell 2000 sits in information |
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what's going to look attractive in 2022 |
5.2 |
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the big five and health care as well has |
4.72 |
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growth with an aging population and 25 |
5.68 |
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good areas we think going into 2022. |
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i'm going to zero in on the health care |
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large cap theme throughout 2022 and |
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probably 2023. |
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boris one more for you i mean just broad |
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story in 2022 because a lot of people |
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thousand point days on the dow |
3.681 |
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get some large swings in 2022 but i |
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matt uh i took a a second and i looked |
4.24 |
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expenditures this year 4.2 trillion in |
5.2 |
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just six years it's going to be 6.2 |
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trillion |
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there so so that's one of the reasons |
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