Join us in New York on November 29th for the Bloomberg Canadian Finance Conference,

proudly sponsored by National Bank of Canada Financial Markets.

2023 marks the 11 year anniversary of our Canada focused event and continues the tradition of providing timely

insights and actionable strategies. We'll have senior government

officials from Saskatchewan, Quebec, British Columbia, Alberta and Ontario as well

as speakers from Northland Power, World Bank, Transolta, and many more.

Register at Bloomberg Live.com I'm Tom Keene.

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on the Bloomberg.

After the rally of the last couple of weeks, we're really happy to say we can kick off this

morning's program on Bloomberg TV and on Bloomberg Radio with Bob Dole of

New VN Asset Management, the chief equity strategist Bob, the breadth has improved, at least coming

into today, but for every J.P. Morgan, there is a car rental kirp company that is absolutely ripped.

And I think a lot of people are trying to work out the distinction between a durable rotation

and an unsustainable speculative rally over the last two months.

Which one is it at the moment for you, Bob?

At the moment in the short term it's a little speculation.

I think the market's a little ahead of itself.

But, but, but, remember the stock market went down 35% in a little more than a month.

Before we got hardly any bad news about the economy, the stock market is a forward-looking discounting mechanism and

...