2009 Bubble

The markets have ignored the cycles as we see them.  This is nothing new, we saw it from 2005 to 2007.  This bubble will not last that long for obvious reasons.  In the meantime, if you are not a market contrarian, which by definition most of you are not, enjoy the run.  For us, we do not have to try to pick the top, we are already short.

10:00 AM CDT

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