The Stock Market Is Pricing in a Softish Landing

I do think what is important, especially when you're listening to management teams and the calls that we're having, is not so much what they're reporting on. What are the plans? What are the expectations for spending? That tells you a lot about their expectations for the economy. Are they pulling back on funding? Are they pushing forward? Is it not changing? I do think you're right about that. The performance has been pretty narrow in what has outperformed and what hasn't.