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Bloomberg Markets Special Simulcast Day One

Bloomberg Businessweek

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A Micron Will Affect Economic Activity in the Dearly Term?

Amicron will affect economic activity in the dear term. Hopefully it is just a small blip. The data from south africa is encouraging. They already have piqued in just maybe three weeks or so. But hopefullyit spikes up and then comes down pretty quickly. So we'll have this little bump in the road, but i don't think it derails going forward in any significant way. I'm still calling for upside surprises though, growth for g p, for earnings, and therefore valuations will stay fairly intact. And i think we're looking at a positive, constructive 20 22,. Not with the same types of returns that we saw this year, but still a handy

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