Review Detail

Thank you Fritz for today's presentation. Specifically, reviewing of the PEG ratios, as well as the long term correlation between 10 year bond yield and PE ratio and other related data points. Also great to see the WSJ clippings and getting to the heart of the matter, which is Fed policy and low rates for the foreseeable future. All of this is glossed over, and actually ignored, by the media and would not provide the excitement of the dire warnings that the perma bears generate on the TV shows, etc.