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Interesting information and slides with a lot of encouraging information. However, did not see slides that address the US Deficit and unfunded entitlements. Also, how is the US going to pay for the recent massive tax cuts? Did we really need them when the economy is doing and trending so well?
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Excellent, however, I did hear contradictory comments about MPT and not including international moving forward. I like most people on the call believe in MPT and International. Why not buy Intl when the dollar is strong and then wait until the dollar weakens to reap the rewards? I believe in hearing your opinions, however, you seemed very defensive and make bold predictions of your own that I respect and like to hear. Just recognize how we interpreted a different tone and direction today.