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Text duration start ents sentiment
talked about it just two days ago that 4.639 Jump to 24.4
    DATE two days ago
i think about 35 million option 4.081 Jump to 31.519
    CARDINAL about 35 million
but right back up there to 42 43 000 6.08 Jump to 45.28
    CARDINAL 42 43
both volume and volatility those are two 3.76 Jump to 68.96
    CARDINAL two
velocity's the third very fast 5.68 Jump to 72.72
    ORDINAL third
in the 16 range to 23 on the sell-off 7.759 Jump to 78.4
    CARDINAL 16
    CARDINAL 23
and then back down to 17 and now uh you 5.12 Jump to 82.56
    CARDINAL 17
today but not back towards that 23 level 5.52 Jump to 87.68
    DATE today
    CARDINAL 23
two third the march 213 puts 5.761 Jump to 94.799
    CARDINAL two third
    CARDINAL 213
of those i i think like 25 000 of those 6.64 Jump to 102.88
    CARDINAL 25 000
2021 3.56 Jump to 127.8
    DATE 2021
a 20 plus percent gain isn't there this 4.32 Jump to 143.68
    PERCENT 20 plus percent
year more likely eight percent earnings 4.32 Jump to 145.84
    PERCENT eight percent
growth maybe one percent in dividends so 4.08 Jump to 148.0
    PERCENT one percent
you're looking at a nine percent year 4.64 Jump to 150.16
    PERCENT a nine percent
seven percent inflation print 3.601 Jump to 156.879
    PERCENT seven percent
beat inflation seven percent that's a 4.8 Jump to 208.48
    PERCENT seven percent
with seven percent inflation let's call 3.681 Jump to 289.759
    PERCENT seven percent
that ticker five and a half to seven 3.76 Jump to 291.84
    DATE five and a half to seven
is being taxed at five to seven percent 5.12 Jump to 295.6
    PERCENT five to seven percent
you know you're not the only one i mean 4.32 Jump to 325.68
europe stocks since june of 2021 a 6.479 Jump to 338.72
    DATE june of 2021
couple billion dollars largest inflow 7.36 Jump to 342.08
    MONEY couple billion dollars
to emerging markets since march of 21 5.921 Jump to 345.199
    CARDINAL 21
almost seven billion dollars mean it 3.44 Jump to 349.44
    MONEY almost seven billion dollars
policy but he's sticking with 5 300 4.4 Jump to 383.68
    CARDINAL 5 300
our theme for 2022 is prepare for the 4.4 Jump to 416.96
    DATE 2022
second derivative second derivative in 3.92 Jump to 419.44
    ORDINAL second
    ORDINAL second
inflation so we still think that 5300 is 5.441 Jump to 425.919
    CARDINAL 5300
it's it's been a good one but what do 3.68 Jump to 446.88
rates i mean the 10 years at 174 today 4.16 Jump to 453.039
    DATE the 10 years
    CARDINAL 174
    DATE today
consensus is somewhere around three rate 3.84 Jump to 472.96
    CARDINAL three
could be four um i would argue that 3.2 Jump to 476.8
    CARDINAL four
whether it's three or four that really 3.68 Jump to 478.72
    CARDINAL three or four
know three or four subsequent rate hikes 4.0 Jump to 482.4
    CARDINAL three or four
second half of the year 4.0 Jump to 492.639
    DATE half of the year
we're nowhere near seven percent uh on 4.0 Jump to 494.319
    PERCENT seven percent
the cpi in the second half of the year 4.24 Jump to 496.639
    DATE the second half of the year
need to understand is that that second 4.56 Jump to 563.92
    ORDINAL second
that one 2.399 Jump to 594.56
continuing through the next three or 4.96 Jump to 647.36
    DATE the next three
four years 3.041 Jump to 649.279
    DATE four years