The Growth Scare Is Coming to an End

Jeff mills: I think this growth scare that's been with the market for four or five months is coming to an end. Chris, jeff's got a question for you. How do you differentiate that type of strong momentum versus sort of near term overbought, versus that being a signal of longer term strength? i want o always position, particularly this time of year, in the direction of momentum. Financials have momentum. Energy has momentum. Reopen has momentum. Tech and long duration names are pretty tepid bounces therto day.