Belated happy new year. Just wondering what you think about where we are today given the year weve just finished and people are talking about this move in rates. You said everything when the ten hf year goes up to 272, the First Quarter is going to be a powerful earning lift. The market hasnt overly discounted that. The non u. S. Part is strong. Currencies are going to provide a tail wind. The second part which is more confusing is that in the Fourth Quarter in the last two weeks of the december, a lot of companies did a lot of things like putting extra money into their Pension Plans and were still working our way through that secondly, the the analysts are just adjusting i have 40 analysts that work in my team and theyre still figuring out what theyre doing on the team and the tax rate now youve got earnings are going to be good good the second quarter. Then what happens is the multiple thats a function of psychology, which is powerful. Rates. Then the flow of funds to buy the same st
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