The Problem With the Market Is That Nobody Has a Playbook for This

I've never seen a market as stressed and full of what I will call false signals as we have right now. The market is really just an agreement by people that things are a certain way. And the problem is, is that nobody has a playbook for this. Right? We've been at the back end of the playbook, the special plays since 2019, right? Because there was that initial shock to the system in March of 2020. Exactly. Then we got into 2021 all of a sudden the world is flush with cash. The C's are writing checks like they're going up style. Unreal.