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  1. Food and company was excellent. As we entered, there was work being done on the corner so we observed how many union guys were working and how many were not. Your tax dollars at work.

    I don’t think we trashed anyone Arkady. If that’s what you think these lunches are about, best you stay away. We don’t feed on that sort of low brow gossip.

  2. dibs — do you think fed is definitely going through with easing and will announce next week? If so, do you expect rates to drop again or is the easing fully priced in already in terms of mortgages and 10-year treasuries and the like?

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