RE: Gridlocked

Good to hear you have had a break from the rain. As a Brit, I am not afforded dry weather that often as well.

The markets have been looking up, but I personally remain confident that "the" low is not in, particularly as underlying economic conditions deteriorate. Having been a market participant for most of my adult life, I have learned to view the forest over the individual trees, and I see inclement weather over the horizon.

Nice tailwinds in the short term, but macro headwinds never the less.