On our way to Annapolis for Academy’s Annual Geopolitical Summit – biggest one ever, which is exciting. In the meantime, let’s follow up with a few things discussed in Meandering Through the Narratives and one thing not discussed. Prepare for An Extended Shutdown Markets are taking a government shutdown in stride, which makes sense, but I would not be surprised if this one last weeks, or even months, rather than days. Neither side seems to be negotiating in earnest (if at all). The Democrats seem to believe that the shutdown will cause problems and those problems will be blamed on ... Quick Thoughts from the Road