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okay hello and welcome back to Reflections on investing with the Cornell Capital group and too often investing pundits make forecasts do analyzes and then time moves on and they forget about them and they make more forecasts and do more analyzes and never go back to analyze what they said a year or so ago well we thought wed break that pattern in October of 2021 we did a Reflections on the Howard marks Market checklist from his book on Market cycles and heres what we said put it all together every single item checks on the left side of the list despite the choppiness in the last week or two these are still very frothy markets according to Mr Marks test not checklist well today weve got that checklist back we thought we would compare what we believed were the frothy markets then with the conditions now so here on my iPad I have the same checklist and lets just go down it the first item is recent performance in 2021 that was very strong in fact we said and no better place to look f