Stop Talking About Stocks.

Honestly, I don't want to talk about stocks this Thanksgiving.

Not because of the brutal year we have had, but because I believe that the fragile state of the treasury debt market should be the real topic of discussion.

Debt rules the world. Without it, companies do not grow... We do not grow. And when it does not function properly, it has the potential to throw some serious punches at all asset prices.