Positive rates have stabilized a little bit. The data is mixed. How do you assess whats been a really difficult week. Well see how long that will last seeing the yields move up again absent an expansion of the conflicts in the middle east, and the reason i say that, if you look at the treasury auction, i think, on tuesday, it was kind of punk, right . I think that will continue to be the narrative going forward. The market was due for a bounce and amazon was as good a reason as any in reflection, i thought earnings were actually great, the market said, hey, we can pick and choose here 24 th is a respite critical companies have missed and missed badly and the market is punitive. Its the largest, the highest ive ever seen as ive said many times, the risks outweigh the rewards theres a time to play and a time to wait your return is definitely defined by your point of entry this is not it youre playing more than look, you bought more meta i did you bought more microsoft i did right yesterd
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