20 Point Box

I am back from vacation, had some time to think about avenues to explore for the fall, both seasonally and the other way.  The prime factor is the continuing disconnect between consumption and production.  Manufacturing is ramped up, now they had better be looking at ways to sell the stuff.

As to market numbers, the market got its run to S&P 2000 and now is playing with a little 20 point trading box 1989 to 2009.  Lets see which way it breaks out.