Is There a Turning Point in the Stock Market?

We're never going to be able to call the absolute bottom or the absolute top in a market. What we're really focused on are, with every company we own, there's a couple critical variables that are going to determine whether they're going to drive their business forward. And i'll give an answer that i don't kno l have an answer to, but inflation, right? I think if inflation starts to come down, all of a sudden, our sector, relative to what you're seein in rates backdrop, starts to feel a lot healthier,. As slow economic growth backdrop with falling inflation and manageable rates, we're ok with that.