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Single Best Idea on a really, really interesting Monday.

Really just can't say enough about it.

The team started putting the guest list together Friday, blew it up in the vicinity of Sunday with all we saw in China,

always saw in Russia, but just as importantly what we saw in the markets, I really can't

emphasize enough how nuanced, not odd and not scary, but just

how nuanced the markets are. And we had just a terrific balance today in economics, in equities, in bonds, in foreign exchange

looking at particularly Euro-Yenne.

And of course the international relations of the moment, major shout-out, Alex Brido at Eurasia Group on

very short notice, his wisdom on actually how does the Kremlin run and it also

just Henrietta Trays was beyond brilliant with Veda Partners about

split ticketing where our parents all voted Republican or they all voted Democrat and as now is there going to be split ticking sticketing

within the Democratic Party and she was just brilliant on that brilliant as well in

economics and framing out the choice set

that our central bank has was John Riding.

His experience at the Bank of England

...