Pamplona again.

Almost 5% on the S&P from the low of Thursday. EFSB rumored to provide over $1 trillion. Say that happens and then imagine the GDP numbers surprises to the upside.  Giddy bulls are taking up everything-good earnings, bad earnings, good guidance, bad guidance. It is a pleasure to hold (and behold!).

All except Netflix that is. Remember that October (and November) are typically months when mutual funds close their books for the year, so window dressing lurks.

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