There are three main reasons why I don’t have a lot of “new” things to say: We’ve said and done a lot of things in the past week or two that I want to highlight, and I don’t want to risk those views getting lost in the shuffle. It seems like any day now we might have to “rip up the script” as the risk of escalation and expansion in the Middle East seems terribly high! Also, we are starting to enter earnings season, and I don’t have a strong opinion other than that the leaders are going to have ... Nothing to Say versus Nothing New to Say