Investment Strategy - The report presents three potential holding strategies: "Diamond Hands" (hold), "Rebalance," and "Sell & Watch" [1] Risk Management - The report suggests considering selling and watching as a strategy, implying a cautious approach to the market [1] Portfolio Management - Rebalancing is presented as a potential strategy, indicating a need to adjust portfolio allocations [1]

All right, Jeeoff, we got to start here. Has the thesis changed at all with everything that's going on in the Middle East. I I have a feeling that you researched and put this piece together before all this quite ramped up.Yes, you're absolutely right, Frank. And it is tough from a micro perspective to look at every tweet that comes out. It seems like the market is kind of tilting hour by hour, but I think in the bigger picture, this March higher to retest these S&P 500 all-time highs is underway.Call it a m ...