Minsky Meet von Mises Drulard Family Capital Fund Fortnightly Macro View JD Straight Up: S&P 500 at 7777 – up 1% from 7500 two weeks ago - all-time high VIX at 15 – down 7% from 16 two weeks ago 10yr Treasury yielding 4.71% (flat from 4.69% two weeks ago) Agg (US Aggregate Bond Index) at 97.40 – flat from 97.22 two weeks ago Gold at 4443 per oz (up 8% from 4095 two weeks ago) Silver at 65.49 per ounce (up 12% from 57.81 two weeks ago) Crude Oil (WTI) at 83 per barrel (up 4%