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Te's and sees apply. It's Tuesday, August 4th, just after market closed in New York. This is the Real Vision Daily Briefing. I'm Ash Bennington in New York.

joined shortly by Mike Shedlock, also known as Miss Shedlock, a writer from the street.com.

This is the point of the intro where I usually tell you about

Jack's intro but unfortunately today due to the storms here in New York

knocking out power we're rolling without an intro. Jack will be back shortly.

Welcome, Mission, it's a pleasure to be with you.

Yeah, pleasure to be on Real Vision.

Looking forward to our conversation today, Ash.

Yeah, thanks for joining us.

You know, Mitch, I've been reading you, you know, pretty regularly for weeks now.

You've got a really data-driven approach to the way that you think about markets, the way you look at

the news cycle, and I find it just really engaging because you're really crisp with your data.

There's almost always a single chart that really sums it up nicely.

And it's going to be a pleasure to walk through some of the work that you've been doing now in the last few weeks.

...