The Bearish Side of the Market

The economy is weakening, we still haven't felt anywhere near the full impact of the Fed tightening cycle and that is yet to come. So I'm comfortable taking selective bets like in the healthcare stocks or in tech. Did I miss Microsoft? Absolutely. Can I keep going? Actually, I think you can. Met it as well because yes, Scott, the entry question is you keep going with the mega caps because there's safety, there's cash flow, there's balance sheet and there's efficiency coming on.