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got earlier today 6.9 percent year over 4.799 Jump to 16.48
    PERCENT 6.9 percent
year in the fourth quarter what do you 4.08 Jump to 19.279
    DATE the fourth quarter
so first of all looking at the gdp 4.16 Jump to 42.399
    ORDINAL first
numbers for the fourth quarter you can 4.081 Jump to 44.399
    DATE the fourth quarter
inventory build and i guess on the one 4.0 Jump to 48.48
but that's going to be a one-time item 4.88 Jump to 60.8
    CARDINAL one
and as we look at the first quarter 4.16 Jump to 63.12
    DATE the first quarter
see that first quarter is already going 3.441 Jump to 76.479
fourth quarter g gdp is backward looking 4.32 Jump to 82.0
    DATE fourth quarter
and looking at the first quarter it 3.199 Jump to 84.96
    DATE the first quarter
priced in five hikes uh this year up 4.56 Jump to 128.399
    CARDINAL five
    DATE this year
from only pricing in four yesterday so i 3.761 Jump to 131.039
    DATE four yesterday
going to slow this year in the first 4.56 Jump to 166.959
    DATE this year
    ORDINAL first
seen these slowdowns in the first 4.32 Jump to 201.36
    ORDINAL first
have surprised 70 or so of the 25 5.12 Jump to 260.88
    CARDINAL 70
    CARDINAL 25
five quarters and as you look at forward 4.399 Jump to 268.8
    DATE five quarters
very expensive and one could argue 4.32 Jump to 355.28
right it's over 25 of the s p 5.6 Jump to 366.4
    CARDINAL 25
that expensive and i would point first 3.68 Jump to 380.0
    ORDINAL first
of all the semiconductors as one area 3.92 Jump to 381.6
    CARDINAL one
as we're looking outside of tech one of 3.12 Jump to 401.199
down this year so one example um is 4.401 Jump to 409.599
    DATE this year
    CARDINAL one
stocks down 15 percent this year and 4.96 Jump to 414.0
    PERCENT 15 percent
    DATE this year
like a pretty interesting one and 3.2 Jump to 425.68
another one we're looking at is is 3.119 Jump to 427.36
you can get the stock for 12 times 3.52 Jump to 434.16
    CARDINAL 12