Hey Reader, Just landed back in LA today, so the letters are back on their normal schedule after a month of travel throwing me off. Good to be home. We've got a few big things to cover this week. Warsh ran his first Fed meeting and flipped the whole script, the cut is dead and a hike is now on the table. The Iran peace deal got signed Tuesday, almost blew up in Switzerland today, then got pulled back together by tonight. And the most expensive market in a hundred years keeps leaning on a...