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Text duration start ents sentiment
to get one final check of the markets 3.6 Jump to 14.0
    CARDINAL one
s p 500 and nasdaq looking like they are 4.72 Jump to 19.76
200 points or about half of a percentage 4.161 Jump to 31.359
    CARDINAL 200
    CARDINAL about half
500 sector action energy information 4.08 Jump to 35.52
    CARDINAL 500
you know we always say the last 20 to 15 3.52 Jump to 58.64
    DATE the last 20 to 15
15 minutes the dow's gonna settle down 3.759 Jump to 65.04
    TIME 15 minutes
about 200 points but look at this the s 4.0 Jump to 67.04
    CARDINAL about 200
p 500 in the last bit of the session 3.761 Jump to 68.799
about three points nasdaq's going to be 4.559 Jump to 72.56
    CARDINAL about three
up 86 points a little bit more than half 5.12 Jump to 74.56
    CARDINAL 86
    CARDINAL more than half
s p 500 right now what's the risk 3.92 Jump to 96.0
from a macro point of view at 4772 7.361 Jump to 148.319
    CARDINAL 4772
jay one of the things that you pointed 2.72 Jump to 163.04
    CARDINAL one
outperformed the nasdaq by over seven 4.079 Jump to 207.44
30 40 50 years that might be a little 3.76 Jump to 243.92
    DATE 30 40 50 years
us understand which is when the 10-year 6.4 Jump to 256.16
    DATE 10-year
yield is above 2 and you use the word 4.64 Jump to 259.6
    CARDINAL 2
52 trillion dollars of global pension 5.36 Jump to 265.68
    MONEY 52 trillion dollars
so two percent on the 10 year-ish and 6.08 Jump to 291.36
    PERCENT two percent
    DATE the 10 year-ish
that would imply a 30 or almost 3 4.639 Jump to 294.56
what happens is the pension funds first 3.599 Jump to 297.44
    ORDINAL first
only in 28 bonds when they're 30 years 4.479 Jump to 313.28
    CARDINAL 28
    DATE 30 years
at three and our bogey's six so we 5.52 Jump to 315.6
    CARDINAL three
    CARDINAL six
four interest rate hikes this year from 3.76 Jump to 342.56
    CARDINAL four
    DATE this year
the fed there could be six or seven what 3.84 Jump to 344.0
    CARDINAL six or seven
not six or seven are priced in but could 4.0 Jump to 351.919
    CARDINAL six or seven
rising interest rates with three about 2.881 Jump to 367.919
    CARDINAL three
three 2.72 Jump to 370.0
    CARDINAL three
macro fair value of that company is 163 5.6 Jump to 377.12
    CARDINAL 163
um colin one of the things you point out 3.599 Jump to 395.6
by one standard deviation you're going 2.481 Jump to 427.199
    CARDINAL one
the s p four by nine basis points uh if 6.0 Jump to 429.68
    CARDINAL nine
one standard deviation another eight 3.28 Jump to 435.68
    CARDINAL one
it's going to be about 24 basis point uh 5.68 Jump to 448.88
    CARDINAL about 24
fall in the s p with a one standard 3.921 Jump to 452.319
    CARDINAL one
the in china if chinese five-year 6.08 Jump to 458.08
    DATE five-year
fall by 15 basis points 3.92 Jump to 466.16
    CARDINAL 15