The market is going to love it. The market always seems to applaud major mergers, even though the vast majority of them don't work out and don't increase shareholder value.

We love a tale of heroes and villains and conflicts requiring a neat resolution.

It is in your DNA to love a good story. You know, neat tales with heroes and villains and conflicts to resolve. A good story pushes our buttons, is exciting and memorable.

We don't sit back and read the offense. The vast majority of the time we're attacking. It's tougher on the option attack when you're attacking them. The quarterback has to make some decisions.

Forecasting is simply not a strength of the species; we are much better with tools and narrative storytelling.

It is important for investors to understand what they do and don't know. Learn to recognize that you cannot possibly know what is going to happen in the future, and any investment plan that is dependent on accurately forecasting where markets will be next year is doomed to failure.