HWG – not sure about the Fed minutes. It appears to me they are not going to do anything with rates in the near term. However, I do not analyze “the story” as I call it. What that means is that I do not subjectively evaluate my views on things and try to synthesize them into action. This leads to very inconsistent results over time. So, I do have my opinions on things, but I have learned the hard way not to take action based upon them.
