Monday, November 9, 2009

Not So Fast, Bears...

My claim that the market had turned negative last week appears to be a little premature. The melt-up is back on with the dollar declining and stocks off to the races again. A few stocks of interest to me have reported earnings, and they have all come in strong. I'm going to do a post about each, TIII, CODI, and L.

The reflation trade, or whatever you'd like to call it, remains on.

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