Mel, can you feel the fall winds blowing into town?

Just like ever so slightly down here in North Carolina, but but it is cooling off a little bit.

Here in the Northeast, we've got a, we've got a nice brisk chill in the morning, which I, uh, I welcome.

I like the fall.

Feels good. But summer's over. Summer Doldrum's over. Jackson Hole's over. We caught up, I believe in July or late June.

And when we last caught up, we said, hey, let's catch up. After Labor Day, here we are.

Three days after Labor Day.

And it seems like the world is not any less chaotic than it was the last time we talked.

Maybe in a good way.

You've got a lot of thoughts about what's going on.

Well, I do remember the last time we talked, let me just check right now.

It's funny because I think like the closing words were I'm optimistic. There's a lot of stuff

going on. There's going to be ups and downs. But when we talk three months later, we're going to have like

S&P 100 somewhere around 63, 6,600. And here we are, S&P 6448.

So, I mean, it's like there's so much noise right now.

But like when you step back, there are these major trends, like whether it's Fiat

the basement, whatever it is, that are just in place.

And people are really going nuts about different things or fed

independence or long ends are crashing and all this stuff and it's like at the end of the day

you know i'll make the prediction again right now and three months from now we'll come back

and it'll be you know bitcoin will be like i it'll be, you know, Bitcoin will be like,

have hit 140 and, you know, SPX will be at 6,800.

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