OK, beleaguered OMS subscribers, I have been without internet (more or less) for four days while in Maine. There will be a lot of catching up. I am now in a plane flying from Raleigh, where we got diverted. It would not be a Maine trip without a flying issue. Anyway, David Rosenberg made his letter public, so I have permission to send it on to you. More coming in the next few days. What interesting times. It is the Beginning of the Endgame. As advertised in a book by your humble analyst.