Pretty much - Large and Mega cap is performing well because at the end of the day it’s small businesses that will struggle while the larger entities can ride it

Pretty much - Large and Mega cap is performing well because at the end of the day it’s small businesses that will struggle while the larger entities can ride it out. Add a few trillion in cash and the writings on the wall. I also suspect the decision makers don’t really want asset prices to go to shit, so better for them to issue more debt and let the next generation deal with it.