GAWD!!! This Is A Mess! An Amazing Bear Market Rally, Mutual Funds, Hedge Funds, And Private Investors Who Missed It, End Of The Year Three Months Away, One Last Chance To Look Good, And A Dawning Awareness That 26 Million Unemployed And Underemployed Ain't Gonna Make For A Merry Christmas Shopping Season. Could The Markets Be Up At Years End? We'll See. 

"The Financial Instability Hypothesis suggests that over periods of prolonged prosperity, capitalist economies tend to move from a financial structure dominated by hedge finance (stable) to a structure that increasingly emphasizes speculative and Ponzi finance (unstable)."
-- Hyman Minsky



Chartz And Table Zup @ www.joefacer.com


Smokin', Kick Ass, And Just Plain Silly....

http://www.youtube.com/watch?v=wtIJ017J ... re=related
http://link.brightcove.com/services/pla ... 1337502001
http://www.ritholtz.com/blog/2009/10/st ... ty-python/

http://robertreich.blogspot.com/2009/10 ... ember.html
http://www.ritholtz.com/blog/2009/10/th ... -they-get/
http://www.ritholtz.com/blog/2009/10/an ... more-40077
http://www.ritholtz.com/blog/2009/10/th ... ecoveries/
http://www.bloomberg.com/apps/news?pid= ... oQJ14iSlWg
http://www.msnbc.msn.com/id/33135910/ns ... d_economy/
http://www.ritholtz.com/blog/2009/10/we ... ember-200/
http://www.bloomberg.com/apps/news?pid= ... ZinRhF5tlA
http://www.msnbc.msn.com/id/33122449/ns/business-autos/
http://www.msnbc.msn.com/id/33150671/ns ... ork_times/
http://www.msnbc.msn.com/id/33122485/ns ... e_economy/
http://www.ritholtz.com/blog/2009/10/ki ... rns-south/
http://www.bloomberg.com/apps/news?pid= ... owSDAJbML4
http://www.msnbc.msn.com/id/33093637/ns ... d_economy/
http://www.msnbc.msn.com/id/33138126/ns ... d_economy/
http://www.msnbc.msn.com/id/33088930/ns ... al_estate/

I've gone to bonds and cash with a little tag end in the small cap 'cuz I forget to move it and a small chunk in the Euro Pacific option as a weak dollar play. See www.joefacer.com.

The cash is quickly deployable for a yearend run if it comes to that. The bonds is a fear thing. And if you know me, you know I ain't a very fearful kinda guy. But if you read what I do, you understand that I respect the possibilities.


"I can dodge folly without backing into fear."
Nero Wolfe





Stay Tooned.









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