The stock market looks like it's going to rebound slightly. And I think that's part of it (the bonds being down).

I can't figure the stock market out. I think it's wacky. I have done well with a long-term strategy and will continue being a long-term investor.

The bond market is at a ridiculous valuation, whereas the stock valuation is low relative to bonds.

I think businesses live longer that are on the stock market.

I think the market is very underweight Telstra stock.

I think if East can rebound, they have the speed to run with West. I don't put any stock into West struggling (vs. West Chicago) because they were obviously looking ahead. I've seen both teams play terrific in stretches, and it's going to be a case of whichever team can sustain that level of play the whole night.