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but lets talk about the markets right now today because thats all that matters you can talk about the past and a lot of buying opportunities lets talk about where they are right now because if youre looking to find new ideas companies with favorable risk rewards its freaking difficult i mean i wouldnt know i mean theres 25 years coming all sectors all stocks and its not easy right now youre gonna have to take on more risk and youre probably gonna get less reward because a lot of these names have moved higher tremendously youre looking at growth names early on in the cycle within the rebound and march did well and again theyre off their highs a little bit because value value names are on fire cycles are up huge over the past few months as our economy reopens a great trade that we got into early and were not just talking about the economy reopening were talking about consensus estimates have this at gdp to grow seven percent in 2021 and four percent in 2022 now what does th