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Single best idea and a theme that just came to me.

Trust me, we wanted to go out to McKinsey or Bain to consult on what the theme should be to the end of the year.

We didn't do that.

I just, it came into my little puny head here somewhere between from the food

court should i have the almonds or the dried apricots and the answers i went with both this

morning and with that i came up with a theme this great bull market now i'm not predicting a continued

bull market but the humbling sense of from December

of 2018 with Ben Ladler's great call in HSBC, get on board, buy equities, and I'll bring it out

...