The bond market has gone crazy. It’s unbelievable what’s going on.

Everything is in a bubble. Everybody that missed the stock market bubble is intent on identifying, or even labeling, the next one.

Comcast is trying to steal Disney when the company is at a weak moment.

Comcast is trying to steal Disney at a weak moment.

What are the things that keep me up at night? Anything that would interrupt fund flows.

There are guys out there that have a lot of catching-up to do. They’re going to have to be bailed out by a drop in the market, or they’re going to have to join the...