The Soft Landing: A Goldilocks Scenario

The market finally has some competition, meaning interest rates are attractive enough to get a risk-free return that is okay. But having said that, the market is still the best place to be over a longer period of time and there's been a lot of cash on the sidelines. It's more to focus on what's happening in my mind with cash flow and earnings, and that's what will lead the market one way or the other.