As you can tell, there is a ton to do. First, lets start with the markets and what looks like a bit bit of pause in the trump rally. All three major indexes fell and closed in the red. Not down much, but still down. This is the dollar soars to its highest level in 13 years and the bond bloodbath continues. Yields continuing to climb. Get this. Just since the election, financials up double digits. Industrials up 5 . Only Consumer Staples and utilities have lagged. Nearly Everything Else is up. But gentlemen, my question to you is a basic one. Tim seymour, have we come too far, too fast . Before the election, when people were nervous about the election, we were talking about stocks and we talked about on the desk, the impact for multinationals. Youre out of place if you think about where we have come this week. Xlf, transports, all flat to down slightly. So at some point, people have started to weigh the reality of how much, how fast were coming to some realization that maybe tax reform