Review Detail

Thanks, Fritz, for a tremendous presentation today--one of the best to date. The opening slides on the "fair share" tax issue was very illustrative of the dilemma we face today. You are correct, it is a philosophical issue more than anything else. Thanks for repeating the PEG ratio discussion and your conviction on the FANG stocks. The excerpts from the WSJ drive home many of your points. I respect Ed Yardeni's research greatly as well. Thank you.