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there more pain ahead? less as jason chairman stuart ceo of strategic strategy firm. a welcome here and happy new year to you. so, i think after this a dreadful year in the markets, are we going to see some relief in 2023? was paul i m not so sure. i think for some higher-quality companies that can generate their own cash i think it might be a better year. i also think there s a lot of froth there s a lot of annual spirits treated by free money during the culvert era. we are in for another difficult year in my opinion. especially for companies that do not have a lot in the way of profits or cash flow. paul: your political analyst dan clifton who i follow, he argues the year after a midterm election is usually very good for stocks, historically speaking. why could this should be different? well i think this could be a little bit different because normally in a presidential election cycle, administration take the hit earlybird to make the hard decision early in the grea ....
With a private equity, venture capitol. you mentioned crypto. as you saw and other financial instruments that have really fallen apart. i don t think it s going to be quite as bad or systemic as it was 13 or 14 years ago. but i would argue there are still elements of speculation in the system where you are going to see a lifestyle change because money is no longer free. the fed can no longer provide free money because it is fighting inflation. and so the bills come due for 13 years, 14 years i would argue fiscal and monetary. paul: i guess emerging markets could be another a lot of have really leverage countries out there. yes. i think a lot of it depends we are bullish on commodities, paul. and verging markets it would depend a lot on whether the countries are exporters of commodities, they should fare better than countries that are ....