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Here's what the Bulls want to happen in this environment. We want weakness throughout the economy,

except when it comes to our companies. We want rate cuts, even if inflation is only someone under control, we want our companies to be less

cyclical, less beholden the interest rates.

We want their demand to be so great that they don't have to worry about the yield on the two year the five year

whatever and I got to taste him it's all very confusing.

So I'm going to go through day where the Dow only lost 115 points has to be

inch up 0.11% and then as I gain 0.56%

in other words you know what we want we want doctor pan gloss all is for the best in the best of all possible worlds.

But there's no such thing as Pangloss reality, even in Candides a joke.

You can't have a weaker economy with lots of companies making fortunes.

It doesn't happen.

Other than utilities and some drug companies, there are very few companies that can make

their numbers unless things speed up.

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