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Text duration start ents sentiment
but first 2.88 Jump to 4.08
    ORDINAL first
correction in the first half of this 4.0 Jump to 29.92
    DATE the first half of this
10 or so the s p 500 not down as much as 4.479 Jump to 33.92
    CARDINAL 10 or so
    MONEY as much as
of 2021 i think it took on another 5.039 Jump to 61.12
    DATE 2021
that's really part of our two stage 4.88 Jump to 89.04
    CARDINAL two
some of that the second part of the 3.36 Jump to 109.92
    ORDINAL second
two or three reasons for why we're a bit 3.68 Jump to 127.04
    CARDINAL two
    CARDINAL three
term and the first one of course is that 4.8 Jump to 130.72
    ORDINAL first
fiscal stimulus is fading second one is 4.08 Jump to 133.2
    ORDINAL second
the pandemic and then the third one is 4.32 Jump to 139.44
    ORDINAL third
over by the second quarter i don't know 3.761 Jump to 150.239
    DATE the second quarter
another 10 percent downside for the 2.56 Jump to 155.36
    PERCENT another 10 percent
averages still have a good 10 down from 4.56 Jump to 163.44
for a really a pretty good second half 3.599 Jump to 168.0
recovery in the second half of this year 3.919 Jump to 174.4
    DATE the second half of this year
numbers that we know 20 21 times is kind 4.24 Jump to 262.8
of where we're trading on forward 12 3.44 Jump to 264.96
    CARDINAL 12
valuation metric we we think is our 18 3.92 Jump to 270.4
    CARDINAL 18
models that tell us that 18 times is the 3.92 Jump to 278.32
    CARDINAL 18
way i think about it over the next six 2.72 Jump to 381.28
    DATE the next six
rates four times and you know what so 3.6 Jump to 386.319
    CARDINAL four
what we see the nasdaq down about 10 3.68 Jump to 388.0
    CARDINAL about 10
where it was two or three months ago but 3.84 Jump to 412.639
    DATE two or three months ago
for a better part of 15 years has done 4.481 Jump to 416.479
    DATE 15 years
than they dreamed of that's good on one 4.641 Jump to 447.919
    CARDINAL one
being at 180 today or 175 it's where our 5.521 Jump to 464.319
    CARDINAL 180
    DATE today
    CARDINAL 175
rates going to be in five years right 4.399 Jump to 467.36
    DATE five years
10 years and i would say the odds of 4.16 Jump to 478.319
    DATE 10 years
capital being higher over the next 10 3.761 Jump to 482.479
    DATE the next 10
year-end target for the s p is 4 400. 3.84 Jump to 501.52
    DATE year-end
    CARDINAL 400
investable time frame call it three to 3.28 Jump to 530.16
    CARDINAL three
five years are still going to be the 3.28 Jump to 531.92
    DATE five years
the better part of two or three years 3.201 Jump to 539.519
    DATE two or three years
getting about a two percent dividend 3.52 Jump to 548.56
    PERCENT two percent
are paying dividend yields at three four 3.199 Jump to 552.08
    CARDINAL three
five percent they're growing so that's 3.68 Jump to 553.36
    PERCENT five percent
right about the second half of this year 4.32 Jump to 574.8
so we just think that this one you know 5.52 Jump to 576.16
second half of the year can't get here 3.439 Jump to 592.08
    DATE half of the year