The opening segment from the screenshot goes on to talk more about Jonathan and what he meant to me personally, with respect to a grounded view of the markets. Then I just felt like writing so that is what I did, with more words and less charts than usual.
FOMC on deck. Money supply should be kept front and center (and no you hyperinflationists, it is not in an upward hockey stick) as I think it is going to rise in the coming months. This week is bound to be noisy.