totaly Bearish.... but

..... Bad side of the trade, Everybody is Short financials and Long Materials.... Everyone is always babeling about fundimentals.... Let me just tell you the fundimentals as I see them..... These are stupid pieces of paper, and Funimentaly not worth the paper they are printed on... Especialy as the "owner" of the company when you are 50th in line when it comes to bankrupcy.... Behind even the bankrupcy for collection... you are just the last of the creditors..... It shouldn't be called stock, it should be called Debt... I'm a 400 share Debt holder, at book.

It's always about the Crowded trade.... With everyone short, and long materials.... the market has no where to go but Up.... and down with materials.... It's just how that game is. Every pull back they are going to buy materials, as the dollar stabalizes and there is demand destruction... materials will not go far this year.