Having just returned from London where we watched consensus for a “Santa” rally grow, it seemed like a good time to discuss a couple of things: Things we didn’t know we needed, but apparently, we did. Biggest differences between our London and U.S. geopolitical/macro meetings. We will address positioning, consensus, and I daresay, overbought conditions early in the week, as we recover from jet lag, but for today, these “concepts” are top of mind. The Genius of Mariah Carey Who knew that the world desperately needed a new Christmas song? Apparently Mariah Carey did when she released “All I Want ... Hey Mate, The Genius of Mariah Carey, and More