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It is crisis that makes a show single best idea and the crisis not so much coming out of

Monday or Sunday evening when we realized in Tokyo the world was blowing up but

just really an extended crazy summer

culminating in last week, which was is nuts as I've ever seen day after day, and then into the fun and games of Monday morning and the

recovery that we've seen Tuesday and Wednesday it's just about conversations

where so many people, quite frankly, are all saying the same thing, they're all reading from the same hymnal,

but there's nuances and distinctions. Here are two of the 15 conversations I could give you with

distinctions and here first is a bombshell. No one has done the bond market better than Ian Lingan with a shout out to David

Rosenberg in Toronto that Ian Lingan Abbein Abimo Capital Markets absolutely

nailed sub 4% 10 year yield.

Price up, yield down.

He goes further.

Ann Lingen looking up 24 months.

Well, we will be pushing back below 3%.

Now, that's not going to be this year,

...