Well, I keep thinking about us getting closer to the “weather” excuse; but we still have a few months before we’re in the thick of that. Today what I want to discuss is the panic in the air. In a physical and immediate sense, certainly Ukraine and Russia in active engagement; but outside of that the rhetoric and conversation about the messages being delivered to shareholders.
John Bullard’s recent article said “Sell, Sell, Sell” to bondholders. We’ll look at the topic of the inability to deliver in treasuries down the road.
All that and the idea of “Prosperity around the corner” in our 5@2.
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