Front and center and for us to consider. How do you see things now . I see things as a safe haven trade is in place. I still look at the environment and see a disinflationary trend and slower Economic Growth and the horrific growths of the weekend do nothing to reverse those two conditions. Thats what i see in front of us. I believe bonds over equities is where youll see more of the valuep opportunity, but within the equity market you still have the areas where there are strong tailwinds and we know thats the magnificent seven. You can make the case that energy is making a little bit of a comeback there in that regard an the defense stocks. Most immediate, im glad you brought it up, forgive me for cutting you off, but i want go there, you bought the ita . I did. We had maintained position in the quality momentum strategy to both Lockheed Martin and nor Northrop Grumman over the last several years. We exited those positions. Nothing that could be effective in that strategy until the end
They are extremely adaptive. Their ability to Leverage Technology should not be taken for granted. They are very smart. The leadership enlightened in some cases i would say in how they function and how they connect to each other. How they get their message out, how they internally speak to themselves. How they learn. They are a learning orization nd an organization that pays very close attention to their failures as well as their successes. And they share lessons learned. The funny thing is that very little of what they do is truly secret. They publish everything. Theres four online magazines that they have now, thousands nd thousands of followers in various twitter and social media. So its an interesting organization that is very adaptive particularly at the top. And if theres one thing that i would just offer over the years weve always sort of gone after the leaders and they knew that right up front and so their ability to nurture subleaders or small groups of Leadership Teams to be