I'm excited about Napa. I heard that it's a beautiful course that's fast and blessed with historically good weather.

When I started off it was ominous. It was slow, conditions were bad and we were cold. I wasn't pushing it hard. You're always concerned, as you never know if it's going to get worse.

It wasn't that cold or windy, but the times seemed to be off. The marathon is always humbling, It always hurts and always beats you up. But you rarely win in running, so when you do, it's nice.

It's basically a typical eastern weather hiccup. This one definitely had some power behind it.

We should see a break in the weather ... and the next storm will arrive Saturday night into Sunday.

Investors see nothing but sunny skies as far as the eye can see and therefore do not care one iota about risk. They are pursuing returns regardless of risk, and therefore the most speculative companies and investment classes are doing very well.