The Bears Are More Positive Going Forward Than They Would Be

We're big believers in letting the market tell us, not us try to tell the market. You've had the most pre-released positives on earnings for Q2 in over two years. We think it's a major, major factor that's going to drive the global economy over the next several years. The Atlanta Fed just came out with its way to stop date, now tasked with Q2 GDP at over 2%.