Nearly half a percent. Well, you know what its like . Its like when the tide goes out. You can see whos really swimming naked versus who whats got the latest speedos or whatever theyre wearing these days. What do i mean by naked . Anyone who be knocked down on versus on whos being hurt by china the bear market over there. By the way its morphed into the bull market. And would be hurt by higher Interest Rates and the super freaking strong dollar. Its a very, very big group. But the others . The companies who have actually got their swimsuits on in the s p rip tide they stand out while everyone else is naked and yeah drowning. All this is being revealed with the perfect moment. We know lets say were a big chunk of earnings. Which means we can make some judgments. Spot a couple of positive themes we can rely on. Probably from now until year end. Let me tick them down. The first theme the first theme thats withstanding the s ps undertow, while, its none other than fang thats the acronym fo
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