A quick update - Today we had our first group pow-wow of the new year. We discussed likely trends for 2008 and ate massive amounts of cheeseburgers. The iced tea was flowing as well, all the way through. I know, more detail than you needed. But hey, you will never get anything less than full disclosure from me.
The good news is this - we are on track to have a very good year. The bad news is that not everyone will share our good fortune. Funds that are biased in certain sectors or directions are going to get hammered, unless they see it coming and are able to make some very quick adjustments.
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