| the s p 500 up about 27 in a year when | 4.72 | Jump to 15.28 |  |  | 
              
                
                  | the market look we've had three pretty | 3.68 | Jump to 36.96 |  |  | 
              
                
                  | uh in the market 19 20 21. | 5.68 | Jump to 40.64 |  |  | 
              
                
                  | nevertheless i don't think 2022 is gonna | 5.04 | Jump to 51.039 |  |  | 
              
                
                  | 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 |  |  | 
              
                
                  | get at least one | 3.679 | Jump to 60.48 |  |  | 
              
                
                  | didn't really get one last year we got a | 4.561 | Jump to 64.159 |  |  | 
              
                
                  | five percenter so that's number one two | 4.159 | Jump to 66.32 |  |  | 
              
                
                  | pullback which we'll call correction 10 | 4.32 | Jump to 70.479 |  |  | 
              
                
                  | to 15 percent | 2.72 | Jump to 72.88 |  |  | 
              
                
                  | first of all to what's going on in the | 3.76 | Jump to 128.64 |  |  | 
              
                
                  | 10-year yield is up by 1.62 that is some | 5.199 | Jump to 133.68 |  |  | 
              
                
                  | months up about 11 points wondering what | 4.559 | Jump to 141.04 |  |  | 
              
                
                  | know we hit the highs basically 1.75 on | 5.599 | Jump to 147.28 |  |  | 
              
                
                  | the 10-year trial uh yield much earlier | 4.721 | Jump to 150.319 |  |  | 
              
                
                  | do we see it creep up to two when does | 5.04 | Jump to 155.04 |  |  | 
              
                
                  | i'll tell you so my my thinking for 2022 | 5.519 | Jump to 166.72 |  |  | 
              
                
                  | opportunity for the 10-year rate to go | 5.6 | Jump to 178.4 |  |  | 
              
                
                  | slowing i think the 10 year goes down | 4.72 | Jump to 193.599 |  |  | 
              
                
                  | 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 |  |  | 
              
                
                  | 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 |  |  | 
              
                
                  | first quarter to buy bonds for the rest | 4.799 | Jump to 251.68 |  |  | 
              
                
                  | 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 |  |  | 
              
                
                  | one of my so one of my many stakes in | 4.0 | Jump to 296.24 |  |  | 
              
                
                  | 2022. | 3.28 | Jump to 304.72 |  |  | 
              
                
                  | tech for 2022 especially the last three | 4.0 | Jump to 336.56 |  |  | 
              
                
                  | 2021 | 3.44 | Jump to 356.96 |  |  | 
              
                
                  | uh that's one area and we can talk about | 4.479 | Jump to 358.56 |  |  | 
              
                
                  | 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 |  |  | 
              
                
                  | trillion dollars still | 3.84 | Jump to 378.56 |  |  | 
              
                
                  | always have been so 2.5 trillion is | 4.8 | Jump to 388.08 |  |  | 
              
                
                  | 2021 | 3.36 | Jump to 406.72 |  |  | 
              
                
                  | 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 |  |  | 
              
                
                  | 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 |  |  |