Robert Brokamp

You mentioned earnings, but if you had to narrow it down to maybe three or five things that are most important to pay attention to, what would they be?

So you're optimistic about the market.

You're also optimistic about the economy.

You don't see a recession on the horizon.

You just highlighted many reasons for the optimism.

Anything else people should be looking at or that you're factoring into the fact that you think the economy is probably going to be okay?

One thing related to the economy that, of course, is of concern or that people pay attention to, both economically and politically, is inflation.

Talk a little bit about why you think inflation will likely stay closer to 3% than the Fed's target of 2%.

You mentioned the sell-off in some stocks, some tech-related software stocks.

And in your podcast, you reminded folks that a year ago, we were all talking about DeepSeek and what happened then.

And that ended up being a pretty good buying opportunity.

Is that generally what you think right now when you see some of these names going down 10%, 15%, 20%?

Final question here, you know, we're long-term investors here at The Motley Fool.

We preach buy and hold.

A lot of what you write about is short-termish in nature.

You talked about the seasonal stuff.

You recently pointed out that we're in what you call the banana peel part of February.

So it's all very interesting, but to what degree should long-term investors factor those types of things into their investing strategies?

All right.

And this has been an enlightening conversation as expected.