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i think that what's happening david is that uh even though we don't see anything good in our stock market globally we are attracting money it's just not going into stocks where is it going it's going into bonds that's what look i think that take a look at what the ten you remember the tenure was i mean all we did was threat to tenure i mean i went home one night and i said my wife says well what you look so unhappy is it the ten year just the tenure like someone didn't get tenure i said no well a bit of a sliding yield lately so a bit of a slide david i'm thinking back it was uh maybe late last month when b of a said go long tenure target two and a quarter but you said that might be a little extreme that was stream but i just think that things got a little too crazed but i i do feel that yesterday this week i'm doing some work with great larry williams who's a great market technician and story the advanced decline is actually up this week that has not happened in a very long time so you have the advanced decline up while the averages are down is historically the beginning of what could be a very powerful move and i think that that's not talked about enough on air that the market underneath the underpinnings the market was actually positive so you're talking about a powerful bear market rally or something yes yes powerful bandwagon rally which you would be looking to sell rips yes i would but there's a the market has 75 day cycles i know this stuff sounds david you might think it's fanciful but this is pretty much day one of the new cycle today today is day one of a new sun yes but we're going but how should we be taking these bear market rallies because well i think there is a belief that until you really know the when the fed is going to be done you you you just can't see the end here we have to feel like custom to short we seem to be accustomed to like whatever turbulence is in the market resolves itself in a short amount of time that's not happening jay pal has to get off the this 50 50 thing i mean i know you keep saying the 50 50.
i mean come on 50 50 happens to be a fantastic tuscan wine and that's about it you have easy have you had it i have not it's i'll get you a bottle i appreciate it but i think that you have to do is reposition you have to go to lockheed martin you know one of the things like you know leader i don't know if you've been following what's going on in the house the house of representatives but the amount of money they want to give ukraine peter mccarthy i mean they'll tell you they haven't stopped at 40 billion but the thing that's really important is that we have to rebuild everything that we gave them we have to arm fill now you're talking about what we teased right the defense sector is being complained yeah uh i mean now uh you have to germany has to insert what it's meant nothing it's gonna happen no i'm not saying it's not someone else these are lockheed martin and raytheon are the two aero environment but we you know our arsenal which is of democracy is vastly depleted and leader mccarthy is going to push for a lot more money yeah well the g7 finmens have a communique out today almost 20 billion dollars of uh of budget approval with above budget support for ukraine so i just think that that's just going to be you reposition into something like those stocks right there right they're all they're all good but they're all going to get great because we have no choice we just we have to replenish our what we sent over the environment by the way has only sent 700 switchblades there's 1500 tanks all right so that's your recommendation is yes they're just going to rotate into defense because and also health care and health care yes that's because you're where you're money being spent well because if pal does slam on the brakes like i think he has to because it's a runaway inflation healthcare does well and because of the fact that we have to replenish our arsenal defense does well and we let all the defense companies merge there's only a couple of them yeah they already all did right i think by the way consolidation which is what if jonathan canada decides to go after some of these companies that all merged i mean try and break them up yes not to and not go after you it could be a very nice not go after tech what would you have in mind i'm working oh really yeah it's a thesis
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