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Find Bloomberg Surveillance on Apple Podcasts, Soundcloud, Bloomberg.com and of course on the Bloomberg. Charles Canton, Newberger-Bermann Senior Portfolio Manager. Good morning to

Charles. Good morning Jonathan. Here's the quote in your blog and I noticed that

you only write blogs when we get vicious drawdowns on February and then once

again in October the more things change the more things stay the same why is that

true for the market? Because we think this correction is one where it's it's normal within the context of

markets markets go down and they go down increasingly quickly in a globally interconnected world.

We think the fundamentals are still strong. I think we find it hard to ignore

the earnings yield versus 10 year bond yield as an indicator of attraction and we

think the forward multiple on the market is one way where one shouldn't

ignore either people look for reasons to try and explain drawdowns in the market.

We stay focused on the fundamentals.

You're going to have a busy week this week because you have a vast number of companies

in the technology sector going to give you an

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