I am almost afraid to utter (or write) that things are going well, for fear that the Forces of Evil (Geithner, Bernanke, etc.) will do something else to help the bulls. But we're off to a fantastic start. I've trimmed back my irresponsibly large FAZ position at a very nice profit, and I'm enjoying gains almost across the board, including from these two old favorites:
It's way too early to talk about any kind of "shift" happening, but if we can – – – please, Ursus Major! – – bag a pair of back to back down days, it's something we can consider.
