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Text duration start ents sentiment
the s p 500 up about 27 in a year when 4.72 Jump to 15.28
    DATE a year
the market look we've had three pretty 3.68 Jump to 36.96
    CARDINAL three
uh in the market 19 20 21. 5.68 Jump to 40.64
    CARDINAL 19 20 21
nevertheless i don't think 2022 is gonna 5.04 Jump to 51.039
    DATE 2022
be no one thinks it's gonna be as easy 3.04 Jump to 54.48
are going to happen one you're going to 2.88 Jump to 59.28
    CARDINAL one
get at least one 3.679 Jump to 60.48
    CARDINAL at least one
didn't really get one last year we got a 4.561 Jump to 64.159
    CARDINAL one
    DATE last year
five percenter so that's number one two 4.159 Jump to 66.32
    CARDINAL five
    CARDINAL number one two
pullback which we'll call correction 10 4.32 Jump to 70.479
    CARDINAL 10
to 15 percent 2.72 Jump to 72.88
    PERCENT 15 percent
first of all to what's going on in the 3.76 Jump to 128.64
    ORDINAL first
10-year yield is up by 1.62 that is some 5.199 Jump to 133.68
    DATE 10-year
    CARDINAL 1.62
months up about 11 points wondering what 4.559 Jump to 141.04
    CARDINAL about 11
know we hit the highs basically 1.75 on 5.599 Jump to 147.28
    CARDINAL 1.75
the 10-year trial uh yield much earlier 4.721 Jump to 150.319
    DATE 10-year
do we see it creep up to two when does 5.04 Jump to 155.04
    CARDINAL two
i'll tell you so my my thinking for 2022 5.519 Jump to 166.72
    DATE 2022
opportunity for the 10-year rate to go 5.6 Jump to 178.4
    DATE 10-year
slowing i think the 10 year goes down 4.72 Jump to 193.599
    DATE the 10 year
you know 12 months from now i think bond 3.28 Jump to 203.599
we get to the 2 4.481 Jump to 206.879
    CARDINAL 2
we're going to be on 30 trillion dollars 3.441 Jump to 214.959
    MONEY 30 trillion dollars
may be which could be three or four 3.679 Jump to 225.84
    CARDINAL three or four
first quarter to buy bonds for the rest 4.799 Jump to 251.68
    DATE first quarter
is one of my huge themes inflation dies 5.92 Jump to 259.12
i am not tech bullish for 2022. that's 4.961 Jump to 293.199
    DATE 2022
one of my so one of my many stakes in 4.0 Jump to 296.24
    CARDINAL one
2022. 3.28 Jump to 304.72
    DATE 2022
tech for 2022 especially the last three 4.0 Jump to 336.56
    DATE 2022
    CARDINAL three
2021 3.44 Jump to 356.96
    DATE 2021
uh that's one area and we can talk about 4.479 Jump to 358.56
    CARDINAL one
stock picks in there as well so one 4.88 Jump to 360.4
last three quarters of the year staples 3.28 Jump to 366.96
    DATE last three quarters of the year
down but let's remember this 2.5 4.079 Jump to 376.56
    CARDINAL 2.5
trillion dollars still 3.84 Jump to 378.56
always have been so 2.5 trillion is 4.8 Jump to 388.08
    MONEY 2.5 trillion
2021 3.36 Jump to 406.72
    DATE 2021
is stronger the first half of the year 4.4 Jump to 412.639
    DATE the first half of the year
weaker the second half of the year which 4.24 Jump to 415.12
    DATE the second half of the year
headwinds but with that one of our other 4.239 Jump to 424.4
that's one of our strongest picks of the 3.52 Jump to 431.84
worst case a pretty strong rebound 20 30 4.64 Jump to 446.88
    CARDINAL 20 30
but it could be one of those years where 5.92 Jump to 450.08
china gets going and returns 50 6.64 Jump to 451.52
    CARDINAL 50