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Dear Andy and Fritz, you asked for specific feedback as to what we liked, etc. Some of the text slides that Fritz uses are most valuable (for people who are not visual learners, but are more comfortable with text) because those few slides succinctly summarize the current conditions as Fritz sees them, and relates them in a holistic way to everything that's going on in the markets and economy. So, personally, I would like to spend more time on those slides (sometimes Fritz goes over them very quickly). Thank