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The Market Is Focused on the Secular Issues, Right?
i think the market has a problem in general, conflicting different time periods. We had sort of a lost decade, and now we could be starting a decade that's good from an economic standpoint. And so i just feel like annets, when you get really big price locations, one of these interesting things is in value names,. If you look at where they were in march of two thousand 20, they were secular. They weren't avout inoa sector that was out of favor.