You. Kevin, upgrades on u. S. Equity they say fiscal stimulus is super charging u. S. Earnings growth Morgan Stanley has a bit of a differing opinion. They talk about, youre going to get good gains through the First Quarter. And then all bets are off after that you know, the effective tax rate and whether you should be overrated u. S. Domestic versus europe is really the call of the day. I say theres nothing wrong owning u. S. Stocks and theres lots of opportunity in the midcap space to see the change in earnings but to ignore europe, the black rock call, is wrong. Make the nestle, lets assume you think the u. S. Dollars bottomed out half these companies have their companies in the United States why wouldnt you want to own them when you have a currency going back up if you have growth if black rock makes a call against europe, they have to make a call. Im putting every dollar domestic i buy europe as well i want to own nestle and American British tobacco because the earnings momentum i
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