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Surveillance: Higher Equities Base Case with Koesterich

Bloomberg Surveillance

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Tex Stocks - Where's the Opportunity?

We were fairly well positioned coming into this month, so we've been active in terms of what we're looking for that might have gotten hit with the rest of the stocks. And i think there's some real growth ahead, because you're going to continue to move where we're making semi conductors. If the supply train issues have taught us anything, i think you're gong to see different people are going to be basing their their production of sending conductors in other places than they have been. I don't know the numbers in front of me, sarah, but this is really important. Joe feldman, with dana tellse's advisory group, has operating income

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