In Today's Breakfast with Dave

• While you were sleeping: sloppy day so far on global equity markets; commodity prices and resource-based currencies are under a tad of pressure

• Stick with what is certain in an uncertain environment

• Did you know that 30% of the U.S. population now has a FICO score of under 620?

• Reality check on the U.S. macro outlook

• What has been working? Our call on bonds (both Treasuries and corporates), commodities, and gold

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