This is that moment. The moment you are left in the dust as you don’t understand we are exiting recession and you are about to miss the boat

Yes, we are seeing earnings come in slightly low, but with the context of the macroenvironment is quite bullish.

Q4 expectations are lowered and preparing to be blown out of the water.

Fed pivot is seeming more and more likely.

Inflation is coming down officially.

Equities are already so depressed that the valuation is attractive looking forward.

GDP data just came out and we are out of recession if you define it as two quarters of decline. Historically the bottom was right around the first positive GDP report.