The call for this week: I am in Europe for the next few weeks seeing accounts, speaking at conferences, cohosting CNBC Europe, conferring with PMs, etc.; so, this will be the last weekly strategy report for a while. Also in my absence, the daily strategy reports (The Morning Tack) will be penned by my colleagues Art Huprich and Dr. Scott Brown. Today and tomorrow are probably going to be rather “flat” as participants ponder Tuesday’s Presidential election. After that, the near term direction of the equity markets will likely be driven by who is elected.