Treachery Is Fully Evident Markets, But Risk-Reward Is Looking Attractive for Growth Stocks
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It's been very painful and I think it's clear that not only are equity markets nervous and edgy, but they're hyper, hyper sensitive to inflationary data. Whether it's FOMC meeting or even today's payroll numbers, it's really about getting some comfort that inflation is breaking.

From our perspective, it's been painful. And I don't want to sound like I'm trying to be stubborn, but I think the risk-reward for equities here has improved this week. I know it sounds glib to say, Well, everything's 5% lower, that's why you like it, but No. 1, on the FAANG trade, I just think that multiples are still becoming gifts, especially if we have a soft landing or even a mild recession.

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