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Welcome to the Systematic Investor Series.

Welcome and welcome back to this week's edition of the Systematic Investor Series with Jim Kazang and I, Neil's Castro Blasen, where each week we take the pulse of the global

market through the lens of a rules-based investor.

Jim, it's great to be back with you this week.

I can't believe we're heading into March already tomorrow.

How are you doing? Well, we've had a bit of an Indian summer here in Chicago. You know, 70 degree

Fahrenheit temperatures. But so it already feels like spring here. And markets kind of already feel like spring, too.

Yes. I'm not sure if they're confused about the Christmas rally coming very early or very late,

but it certainly has been some an interesting period. Let's put it that way. Now, as always,

when you're on, we have some great topics that we're going to be diving into.

And we also have a few questions where people will like your thoughts.

But before we dive into all of this, I'd like to step outside of the topics we're going to talk about

and just maybe ask you sort of a little bit what's been top of mind on your radar maybe since we last spoke,

which was very, very early January of this year, where we kind of peaked into 2024.

But since then, outside the topics, anything that have sort of piqued your interest?

Yeah, I mean, I think the big things are, it's an election year and not just kind of what that means from a bigger sense, but from more micro sense, what that's meaning for the Fed and their choices, what that means for interest rates in this environment, and what that may mean for the broad path of, of, you know,

how this thing eventually kind of ends.

You know, we've talked about blow off top, but all those things are beginning to connect here

in an election year.

And I think that's the big thing that's top of mind for me.

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