Good Tuesday morning. Heads up: I'll be on Real Americas Voice with our great friend Wayne Allyn Root and his hit show The Root Reaction at 10PM EST.

Wayne played a major role in getting Trump re-elected, having interviewed 45/47 more than anyone in the media. WAR did the same in his home state of Nevada,  which he helped turn red for the first time in 20 years. We have lots to talk about…including the fact that Wayne is now a raging bull on both the economy and markets. It’s great seeing WAR join "Team Optimism" :). Hope you can join us!

Running late this AM so we may have a second Letter later, plus of course our VRA Podcast after the close.

Quick Hitters:

1) The market had an overbought dip yesterday but the internals held up well. As Tyler covered on his podcast yesterday, we think these December pauses will be short-lived, especially with $7 trillion in money markets, seasonality highly bullish and animal spirts quickly returning. Add that the Fear & Greed Index ha...