So Here’s the Thing…..

Remember when people were saying that for the market to rally, oil and commodity prices had to come down? Well?……

Methinks there is still something more fundamentally wrong with the big picture. This is the fourth day in a row that oil is down, we get a better than expected manufacturing sector number, commodities are getting trashed, and still we have weakness in the stock market. On top of that, I have degenerate research guys pitching tech stocks, which happen to be lagging most everything today.

So much for that thesis.

In short, what’s to look forward to today? The Coca-Cola Company [[KO]] buying some Chinese juice company? Give me a break.

Thankfully, I only have a little over half my investable assets in the market, none of which is in international stocks/ETFs at this point. Nada, zero, zip.

Cash, while it only pays Roman galley slave wages, is looking like a good choice to hold out in.