A Fed Bear Is A Dead Bear

In Montana as the local bears learn where easy food is near careless humans.. they become problematic/ dangerous to people as they keep returning to the free food source...they will even teach their off spring to source these locations as well. So the locals will have to kill these bears as they will not change their habits...thus the headline expression above.

Hedge funds, day traders and pessimists are much the same....it is their inherited skews/ views of a market or an approach to a market...nobody we have ever met has been a good short seller and a long buyer....much less with leverage. It is not surprising to see major broker dealers banning the use of leveraged ETF's...their customers were losing so much money...

Now after a 50% move in the stock market in only a few months the bears are dead....volume just starts to pick up as the shorts get further squeezed....and the public starts to ask if they should come back in....all this has been pretty much text book investing so far.....

The absolute key (from our perspective) remains what will the US Dollar do short and long term...this should influence your investments....at this critical inflection point... the big vocal money managers and market gurus are taking a big stand.....the deflationists and inflationists.

THE ONLY WAY OUT OF THE AMERICAN MESS WITH THE DEBT EXPLOSION IS TO DEVALUE THE US DOLLAR. THE BEST BET RIGHT NOW IS THAT THE CURRENT LEADERSHIP AT WDC, LLC HAS BEEN STOPPED IN THEIR TRACKS, SANITY IS RESTORED TOWARDS FISCAL RESTRAINT AS "THEY" HAVE FEW OPTIONS LEFT...

Hiring/ jobs ...forget it....until some longer term visibility is brought to the real business leaders of this great country they will continue to sell less for more...our continuing monopoly theme.

Total US debt/ current and future liabilities are now clearly growing faster than our economy and as a percent of GDP never higher in our history. This is one grand experiment taking place and we think the American people are catching on fast.....look how the now recessed Congress is being received at home....the national media is trying to hide it but the Internet is show casing it...the system works!

India and China stock markets look to be resting....the US market needs a rest. Inflation or deflation.....the markets are suggesting the inflation theme.

A year from now all stock markets will be higher and the US Dollar will be lower. Hydrocarbons will surprise to the upside as will all food groups. The cash on the sidelines continues to "lose" the most amount of money and it remains at all time record levels.

Danny Boy seen here in Montana, learning about BEARS.....