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Warm Up
- Superbowl - thoughts on adverts/halftime?
- Jesus Gets Us
- Big news at the BOJ
- Crypto Under Fire
- AI frenzy seems over already
- Kanye West Fallout continues
- Soft Landing - Really?

Market Update
- Inflation ticks up again
- UFO sightings and not much concern (Aliens)
- Biden Eco Team shuffle
- Inflation comes in a bit hot - markets shrug
- What is making market move? Interesting insight
- Parade of Fed speakers this week - mostly trying to sell their story (markets deaf to it)

Happy Valentines Day!
- Great time for a donation of either $214 or even $14
- Anyone that donated $214 will get a personally signed copy of my book - The Disciplined Investor - Essential Strategies for Success

Soft landing
- A soft landing by a central bank is when "the central bank tightens monetary policy to fight inflation but does not cause a recession." If it causes a recession, then it is a hard landing.
- If there is a "soft landing" then there is going to be perpetual higher prices|
- How is that possible knowing the economic cycles?

Inflation Update
- CPI comes in at 0.50% today (prior was 0.1%)
- YoY 6.4%
- Some serious concern that inflation may be much more sticky than thought
---- Potential 0.25% increase for more meetings and higher terminal rate
- MARKETS DO NOT CARE

Morning Meeting
- Breakfast with big shot from Merrill today
- Message, it will be messy but just stay invested
- made some odd comments about valuation and earnings and just rushed past them
- AH had sidebar with him.. Asked a