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The Warnings Don’t Go Away Because The Market Goes Up

MRKT Matrix

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The Market Is Going to Be Satisfied With the Path That Inflation Is Taking, Right?

The market is going to be satisfied with the path that inflation is taking, regardless of the absolute level that it's at. If we get three consecutive months of month over month declines, or the first time that we see a negative month over month print, right? That's why you want to make sure that you have enough risk in the portfolio that you can take part in some of that upside,. Even if you think it's irrational. We have a short term u this is a very card or worth chart they're about to show, but it illustrates some of these gapines. And liz, maybe you can kind of speak a little to the broader sectors here.

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