The Importance of Materials in the Economy

The biggest drivers of that earnings increase are expected to be amazon meta uh alphabet apple so again it's you know how much faith does the market have in seeing those earnings actually pan out in q4. consumer discretionary is sort of off the charts in terms of its earnings growth and there probably a number of reasons which you talked about but the flip side of that is materials and if materials are getting whacked like that again to me probably is economically sensitive a space as you can find on this list maybe industrials as well speak to the importance of materials if at all yep.