First-quarter earnings seem to be very much in line with expectations.

The secret self knows the anguish of our attachments and assures us that letting go of what we think we must have to be happy is the same as letting go of our unhappiness.

Earnings growth and economic growth are strong enough to drive stocks higher, even if interest rates continue to rise. We're absolutely fully invested. We think commodities stocks are a good place to be.

Earnings still look good and overall economic growth is still moving in the right direction.

The market is focused on earnings and companies are hitting their targets. I don't see that anything has gone wrong for the stock market at all.

The main driver this week for the dollar has been the paring back of Fed rate expectations. The dollar is going to decline further this year.