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The Bear Market in Small Cap Growth Stocks
Since March, we saw the yield curve flatten. How are you thinking about bonds at this juncture? Well, I gotta tell you what happened at the beginning of the year surprised me a little bit. You know, rates backed up about 30 basis points. That is very interesting. And one thing that really sticks out is the bear market in maybe small cap growth stocks, growth stocks that trading at a very rich valuation.