This is pretty good surface layer summary across different markets, instruments and geographies. I did find it, at least through my lens, more positvie leaning than I see. I will stipulate though that his S&P view works for me UNTIL the herd realizes that the earnings comps in 2019 are going to be very hard w/out associated revenue growth. The window of tax change and earnings thru buy-backs and other engineering is closing .. when? who knows, but i keep preparing for that transition whether it is fast or slow