Nice distillation of the macro driving markets by (Pe)ter (Bo)ockvar.   The dude gets it.

“There are like megatrends that I think that are reversing to the point where the playbook that worked so well over the last couple of years, throw it away, it’s not going to work.  The world is changing, we’re at major inflection points I believe in the markets….”  – Peter Boockvar on CNBC