The Fed's Plan to Pivot in 2022

The S&P is up about 20% since there. The NASDAQ up a little more than 20%. So it's interesting when you think about how concentrated both the S&P and the NASDAQ are with some of those big names you've seen increasing breadth. You want to be exposed to onshoring trends. And so it's interesting that Tim Cook was just over there. They introduced some of their new stores. They're manufacturing there. If they grow 5% this year, that's a victory for them. We are clearly living in a bipolar world right now. It doesn't get better from here.

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