Jon,

Good luck to you with the calls. Hard to believe the market just keeps kiting higher - and esp the nasdaq. Let CIEN be a lesson to us! When it was as low as a bit below $53, I thought about buying my 300 shares back that, with premium, went for $53.50, but thought that it might consolidate lower. Up very strongly today past $56, and I'm not sure why, but of course I wish I had bought back some of my shares. NVDA looks like it wants to go to $400. Apple zooming again (how do unemployed people buy a new iphone? Or do they just swap those customers out for Chinese ones?) 

I used to think that the economy and the market were, eventually in the final accounting, tied. I'm not so sure anymore. Between buybacks and companies (like CIEN) that don't have a direct consumer connection, the market may be more a function about how rich people feel about their standing in wealth. We'll see. Crazy times.