Perhaps it’s the historicToddo Sleep-O-Meter readings this week?
The looming Ides of March?
Or the entirely more probable Mark-to-Market hearings on Thursday that every trader on the Street is watching?
If the government doesn’t pull a rabbit from their hat, will we see white flags and black swans on either side of the weekend?
While I’ve been trading from the long side into this event, does discipline dictate selling strength (and flattening my short-term pad) into this widely watched unknown? (Yes.)
While maintaining my S&P 600 bid for 25% of my long-term nest egg in tact? (Yes.)
Doesn’t history teach us that the Great Depression caused the stock market crash and not the other way around?
Who was it that said that bear markets are littered with false hope and empty promises (cyclical bulls nestled within a secular bear)?
Is the entire world buying higher and selling lower?
Are you in a position to use price to your advantage?
Should we start an M&A activity list as anecdotal evidence of bullish stirrings?
With Merck (MRK)—Schering Plough (SGP), Rohm andHaas (ROH)—DowChemical (DOW) and (possibly) Roche Holding—Genentech (DNA) on the running tally?
Have you read on the Buzz & Banter that I’m steadily peeling out of my General Electric (GE) calls?
Why does the phrase “dancing between the elephants” keep coming to mind?
Did I mention that a slew of casual observers (who were quick to dismiss our warnings in September)pinged on Friday to inform me they’re finally “all cash”?
Doesn’t it feel like a slew of pundits were quick to call a bottom yesterday?
How do you reconcile those two admittedly anecdotal observations?