We just need some kind of cows some kind of uncertainty. It could be provided by the Fed. It hasn't been hopefully We'll see more aggressive rate hikes going forward and they won't just limit it to 50 basis point hikes because You might get away with that. You need inflation to moderate. I just don't see inflation moderating over the next three months I hope I hope I hope I'm wrong on that because I'm wrong on that That means everyone's gonna be okay. That means everybody's gonna make a lot of money I hope I'm wrong that what I'm seeing with the data doesn't suggest that so anyway, if you have courtesy research advisory member today Tuesday you're gonna get your issue today. It's just comes out on Wednesday, but I'm gonna do a day early Just want to provide a you know more timely updates We did sell out of some of the positions at one that things are really really looking bad last month We saw those positions good thing we did However, we still have position in the portfolio and (34/35)
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