All of these things are going to converge, forcing strategists to raise estimates for this year and next year. That will make valuations look more reasonable.

I think between now and the end of the year, the market is going to have a mild upward bias. There is nothing that will come out on the economic front next week that will redirect the market.

Nobody is going to invest facing these impediments.

The U.S. economy is very resilient and the Fed will raise rates at least two more times next year. The presence of oil money and foreign central banks has put a cap on long-term yields.

We're working on that for next year.

When you do kind and thoughtful things that you don't have to do, you automatically raise yourself to the next level.