A busy break

I've been tied up with quite a bit, both in our busy work season, as well as in my everyday life. It's the way it can go in December, but I'm still observing and getting some ideas together in my head. Just haven't had the time to crank through a lot of it here.

Don't worry, there's more to pump out. Especially as the markets continue to be stupid, and add more evidence as to why the Fed should back off sooner than later. But just wanted to let you know I'm still around and banging through this. It's just the time of year, and you know how that goes.