Just a place to hold us over until I can get something written.
I've added a bunch of new comments to the old thread from about comment #250 through the end. Please check there for current thoughts.
For now, though, here's just a new thread for updated TFMR comments. The NYSE is about to open and I want/need to watch the action and listen to the commentary.
Will have a full update and regular Monday morning post by the usual 11:00 EDT.