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Single best idea and the theme today was very simple. I was stunned by the quietude of the weekend.

The Bears just humble. There's no other way to put put it and I'm sure they'll have their day again

and the bulls and I just wonder where the exuberance is and it's wrapped around

the actual emotion of the stock market and culturally maybe the way we buy bonds now and buy stocks has changed so much

Eric Bultunis today was definitive on ETS. The most stunning thing Eric said to us, I asked them and the traditional mutual funds,

they're doing okay in bonds, but they saw and I don't have a number in my head right now but they have a

massive outflow in the equity markets of the traditional mutual funds and of

course so much of that I assume is going to EDF so there's a there's a whole new chemistry to what we do. I mean, there's just no other way to mention it.

And with the stunning stock market lift that we saw Friday afternoon to Dow 40,000, with Ed Yardenny's note over the weekend where he

models out Dow 60,000 a 7% return out to 2030 and just the quality of this bull market is so odd.

Our team put together an eclectic set of conversations over the weekend.

And here is George Serra Velos.

He works for David Folkertz Landau and Peter Hooper

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