There has been some speculation that you could conceivably see the two-year note cut back to a quarterly cycle from a monthly. I do think that will happen, but I don't think it will be announced tomorrow.

There is some speculation the Fed is closer to halting its tightening cycle.

We need to remember this is just one year. We've had a drought cycle that's been going on for about six years now. It's going to take six above average or normal years to recover from that.

There were more rapes reported this year than last. I know there's some speculation that there's just more reports. Well, I don't know that. I don't know that it's not actually going up. There's so much we don't know.

This could conceivably cause a re-think.

The silicon cycle has been in a downtrend since late last year,