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Semisys Strong in a Slowdown Recession
Markets sold off extremely hard on Fed Day. That's telling you money is preparing for a slowdown recession, whatever it may be. On the flip side of that, why are semis strong? If we're going into a slowdown, you know, semis are extremely cyclical. And then on the flip side, you have strengthened Sami's gold and then your big cap, tech and bonds. So, again, what I let off with I think is exactly right. It's a lot of noise, a lot of distraction and a whole much of just nothing where the market just kind of remains in the state of limbo.