Beware of False Optimism

Sometimes I see things, that cannot be seen by mortal men. Right now, almost everyone I know is bullish. I see the most negative people in the world, Ducati included, are now big time bulls. I see Chinese Solar Burrito stocks running, while the market, and many sectors, are in their 7th week of extreme rally.

On my old blog, I noted a theory that entailed avoiding stocks during its 7th week of a rally. It is a non-scientific market timing strategy. I had used this strategy to time my sells, during past “bubble runs.” Had I listened to my own advice, it would have saved me a fucking “clown van” full of money, via not buying [[XFML]] last year.

Right now, the market has a feel good tone to it, as everything melts the fuck up, thanks to “money from the sidelines” piling in. Just remember the pain you felt a few short weeks ago, when the world was ending and your house was nearly foreclosed on.

Don’t look now, something is fucking fishy over at [[CFC]]. Aside from that, the banks looks damn toppy, for a trade—at a minimum.

Once again, I like [[SKF]] and [[FMCN]] here, for a pair trade.