The Risk Reward of Government Bonds and Wait Stocks

There's a lot of stimulus still in the system that is providing these huge tail winds right and that is why I mean the consumer ain't even savings. So those two things right there just tell you as long as wages stay strong as well as and by the way real incomes are going higher because inflation is coming down. Real real income is going up and the job market is very tight. You take the other side. You think it's good. Well which equities? By being sort of broadly speaking. I like the market. I don't think it's cheap but I think that the cyclicals and some of the different other than technology sectors are actually much more attractive on a valuation basis