Today’s Conversation is a must watch for anyone who is concerned about bond yields. Providing historical context between rising bond yields and jitters in equity markets. Should you be worried? Should you panic like all others? I expect to see new 52-week highs in market averages in next few months. Bull case for $SYK with takeaways from management commentaries and channel checks. $TTWO has now reached our buy point at major VoP support and we expect basing formation here followed by strong recovery in 2H21. Lastly, presenting for the first time the bull case for $LINC, a name that benefits from rise in training for skilled workers as employment conditions improve while valuations are extremely low.