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Recovery? large stimulus or a stalled recove ? , ., recovery? the risks right now seem to be recovery? the risks right now seem to be perceived - recovery? the risks right now seem to be perceived that. recovery? the risks right now| seem to be perceived that you don t want to be too late in stemming potential inflation but at the same time the economic recovery is still fragile, there are still dislocations in the job fragile, there are still dislocations in thejob market that we are seeing in the us and so that needs to be taken into account too and so when i think of this and think what the implications could be for the implications could be for the overall stock market, it makes me continue to advocate for a more balanced approach to investing, so still maintaining some of those more expensive technology companies that have done well in a low rate environment, but how strong secular growth tail, being exposed to sg, secular growth tail, being exposed to 56, but at the same time ....