I'm on this huge Rick Santelli, thing. I wish the guy had a blog or something, some way to read the ideas of the smartest man on CNBC. The bond market is fascinating. Something I didn't think about is that if you lower the bond yield that money comes into equities... or into foreign bonds.

My overall Thesis is that the PEG of the overall dow, and the market is wrong... The question is where it comes down to.

My other question is where is the 100 trillion in the Bond derivatives.

another interesting idea is For all this GDP growth, its fucked that companies aren't beating expectations... they must be punished.

I also like how much of "I don't' trust that number" we are getting... That is the scary part of this, if the numbers are "cooked" then they just arn't useful to help us get out of trouble... That is the dangerous part of "cooking" the numbers... You just don't have a chance to fix the problems.