Value and cyclicals are doing better than tech tech just in the red energy and financials at the top of the pile. Stephanie, are we getting a rotation, the start of something that might last a bit longer than it has done ever before well, you know my position. I own a bit of growth and value. Im hoping value has its day in the sun. What you need for value to work is better growth and also a higher expectation for inflation. While we are Getting Better growth sequentially. Youre not getting anything close to inflation look at the ppi numbers today. I think this is why a barbell strategy makes sense people will still want secular growers that can participate many some very powerful themes you want to be price selective but you want to have exposure there but exposure to the cyclicals if you believe the growth is going to improve and that will lead to inflation. My supply is up 25 year over year thats a big number. That will come home to roost, i think. One last point, i would say on valu
Weve got a great speech for our second session this morning. Dr. Timothy smith is a veteran of the National Parks service and currently teaches history at the university of tennessee. In addition to numerous articles and essays, he is the coeditor of 18 books, including Champion Hill, decisive battle of vicksburg, which won the Nonfiction Book award from the mississippi arts and letters. You can buy a copy in our bookstore. I am pleased to introduce dr. Timothy smith. [applause] thank you. Appreciate that. Appreciate the opportunity to be here. This is my first time to be here. I am a believer now. You have got a great place here. We are going to talk about the western theater here. Vicksburg, Champion Hill. How many of you have been to vicksburg . I figured that. A good number of you. Champion hill is one of those great battlefields, if you have been watching the news, listening to the American Battlefield trust, they are doing a lot of work there. The state of mississippi has just tu
His book on the raid comes out, it is now out and you can buy a copy of it at our bookstore. Im pleased to introduce dr. Timothy smith. Thank you, i appreciate the chance to be here. I have always heard about pamplin park, and it is great here. Were going to talk about the western theater today. Vicksburg, how many of you have been to vicksburg. She o he is one of the great battlefields, listening to the civil war American Trust now, you know theyre doing a lot of work down there. They turned over nearly several hundred acres. So there is a lot going down at Champion Hill. So were going to talk about that battle in particular, the larger Vicksburg Campaign. And i do not have a power point either. Im a little old fashioned. We have a map of Champion Hill which we will talk about in just a little bit. I tend to go overboard when i go into power points and i confuse everybody, so to keep from doing that, i dont do powerpoints when i can help it. And im beginning to realize that powerpoint
Nonfiction become award from the mississippi utah letters. S and he has a book out and you can our bookstore at battlefield center. Introduce to dr. Timothy smith. [applause] i appreciate the opportunity to here. I have always heard about the time. And this is my first i heard how nice it was and im a believer now. A great place here and i appreciate the invitation to here. We will truck about the western talk about ing to vicksburg, Champion Hill. To vicksburg . Been how many to Champion Hill . Not as many. A good number. Champion hill is one of those fields and watching the news and listen to the Civil War Trust they tlefield are doing a lot of work there. The state of mississippi just several Hundred Acres to the National Park a unit of the Vicksburg National Military Park going on this at Champion Hill. We will talk about that battle the larger r, Vicksburg Campaign just a little bit. A power point either. Im a little bit old fashioned. Do have a map of Champion Hill that we will t
Books and letters. You can buy a copy in our bookstore. I am pleased to introduce dr. Timothy smith. [applause] thank you. Appreciate that. Appreciate the opportunity to be here. This is my first time to be here. I am a believer now. Ou have got a great place here we are going to talk about the western theater here. Vicksburg, Champion Hill. How many of you have been to vicksburg . I figured that. A good number of you. Champion hill is one of those great battlefields, if you have been watching the news, listening to the American Battlefield trust, they are doing a lot of work there. The state of mississippi has just turned over several Hundred Acres to the national park. Ervice a lot going on at Champion Hill. We are going to talk about that battle in particular. The larger Vicksburg Campaign just a little bit. I do not have powerpoint either. I am a little oldfashioned. We do have a map, which we will talk about a little bit. I tend to go overboard when i do powerpoint and completely