So, how should you position right now. We have with us Joseph Tannius, the chief investment strategist at Northern Trust Asset Management, which has more than $1 trillion in assets under management. Joe, thank you very much for being here with us.You heard Emily's report on what's happening with regard to the continuing resol getting getting something done to keep the government going. You heard the stuff out of the White House with regard to OM and cutting funding for certain types of projects in certain l ...

Investment Strategy - The company adopts a balanced investment strategy, allocating approximately 50% of its portfolio to low-cost funds and 50% to single stocks viewed as asymmetric bets [1] - The investment philosophy emphasizes a long-term holding period of at least 10 years for stocks, avoiding market timing [1] Market Perspective - The company recognizes that the market is forward-looking, focusing on predicting human behavior rather than solely relying on traditional metrics like P/E ratios [1] - It views the market as a meeting point between demand and supply, suggesting that understanding market sentiment and trends is crucial for investment decisions [1] Current Investment Outlook - The company is currently bullish on several stocks, including AMD, PLTR, TSLA, broad US equities, and Bitcoin, indicating a positive outlook on these assets [1]