All-Time Highs and Absolute Chaos

542: We Are So Back (And It’s Getting Reckless)

Morning lords.

My mood is substantially elevated on this fine day. It was 80 degrees yesterday, I just broke out the deal sled collection, and the markets are looking absurdly bullish (for now).

Congratulations on making it through your winter arc and into the spring abundance period where we are going to run up some stacks of fat bandos and make the hat…