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Text duration start ents sentiment
the s p 500 i guess a basic question 4.32 Jump to 3.84
    CARDINAL 500
2022. 3.361 Jump to 9.679
    DATE 2022
the market's up about 30 this year you 4.88 Jump to 15.2
    CARDINAL about 30
here the the ten-year 3.679 Jump to 26.0
    DATE ten-year
basically right at one and a half 4.56 Jump to 28.32
    DATE one and a half
500 is about five percent so that spread 5.76 Jump to 32.88
    CARDINAL 500
    PERCENT about five percent
pandemic started almost two years ago 5.16 Jump to 38.64
    DATE almost two years ago
2022 uh it won't be 30 4.68 Jump to 43.8
    DATE 2022
    CARDINAL 30
energy led the way in 2021 and it was a 3.119 Jump to 57.28
    DATE 2021
in 2020 and yet it has proven to be the 4.88 Jump to 64.4
    DATE 2020
when you look at 2022 we're already 4.24 Jump to 69.28
    DATE 2022
utilities are up about 15 on the year 6.0 Jump to 105.439
    CARDINAL about 15
which is great but it's not 30 it's not 5.199 Jump to 108.24
    CARDINAL 30
point to two names that are relatively 3.76 Jump to 153.04
    CARDINAL two
large positions in the fund the first 3.681 Jump to 154.959
    ORDINAL first
term over 2022 there are dynamics that 5.28 Jump to 181.12
    DATE 2022
in terms of their three projected rate 3.52 Jump to 187.68
    CARDINAL three
matches what we saw here in 2021 5.2 Jump to 206.319
    DATE 2021
you know three rate hikes 4.961 Jump to 222.799
    CARDINAL three
uh in 22 which is i think consensus 5.28 Jump to 224.48
    DATE 22
a slowing of the economy in 22 4.161 Jump to 244.879
    CARDINAL 22
we're gonna go from almost six percent 3.681 Jump to 247.519
    PERCENT almost six percent
growth this year to just under four 5.6 Jump to 249.04
    DATE this year
    CARDINAL just under four
quibble about whether it should be one 3.199 Jump to 258.0
two or three rate heights or even more 3.52 Jump to 259.44
    CARDINAL two
    CARDINAL three
a little bit behind the eight ball on 2.8 Jump to 271.28
    CARDINAL eight
fed won't be the issue in 22. i think 4.16 Jump to 276.72
    CARDINAL 22
yeah we will see i mean 2022 certainly 3.6 Jump to 286.72
    DATE 2022