Dear Readers:

That's a joke, sort of. Anyway, right to it: I said if I changed my outlook or allocations in this market I would promptly confess. Even as I write this, I am in process of setting SELL orders on damn near every pick I have. The market is now off the leash. Without a solid lending and credit basis for business, oil and commodities cannot even appreciate. Gold and metals stocks haven't done what they "should" be doing. [They are appreciating, but nothing like what they "should" be doing.] The market is, collectively speaking, behaving irrationally, and there are forces at work here that no single person is able to quantify -- by this I mean the impact of CDSs and other such beasties and the effect the failure to make good on them is having. So now is when I cash in my chips and wait for the madness to pass; I want to be sure I have some chips to re-enter the game with when people come to their senses.

When will this happen? Got me. Crazy is as crazy does. Could be any time between now and 2100 for all I know.

And with that, I join the ranks of so many others who tried to figure out this market but did not do so (at least not apparently, anyway). Stay tuned!