Yeah, it's really confusing.

Even to most people who I feel like I understand a lot of financial instruments and tools and bonds are still.

The bull market for debt right now is in the credit side right now.

I would say that the most bullish yield instrument that is fixed income is going to be on fixed income from like senior

loans, floating rate notes, performing and non-performing note portfolios that banks hold

that are going to get purchased up with this whole debacle going on in the commercial real estate

space.

What's going on, guys? Welcome into today's episode.

Let's dive right in, Mr. Breedwell. Let's do it.

We have had all kinds of craziness continue on the political front. So we'll start there. But we do have

some updates on the stock side economics. Yeah. earnings last week were pretty strong. We had

not like I said, we didn't have the biggest companies reporting, but they were

companies that were important. It's nice to see it, you know, shared from small to mid-cap companies

all the way up through the large and mega-cap. So we had earnings last week, some more earnings

this week. They've all been pretty positive. Guidance has been iffy, some very good, some

shaky, but earnings have been good at least.

Any concerns in the market that you guys are seeing?

Not enough people putting money into it.

That's the only thing I'm concerned about.

It's pretty, fundamentally, the market looks really good.

There's a lot of opportunity.

There's lots of good names out there.

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