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Thats how i feel about this incredibly strong year and the uber bullish reaction, dow gaining another 56 points, s p up and nasdaq. Theres just not enough supply, stock to meet the demand from buyers who had to radically switch orientation to deal with a much more positive backdrop. And thats been very good for the averages and your portfolio. Whenever anybody talks about stock shortage, automatically greet them with a little skepticism there are always bankers ready to pump out stock to meet demand but its not a wholesale shortage of stocks but stocks that fit the program meaning belonging to...

The next minute its good. Oils bad. Sell, sell, sell. Wait. Oils good. Buy, buy, buy. Housing is horrendous. The house of pain. Wait a second. Housing is fabulous. Transports are awful. Or maybe theyre terrific. Hallelujah perhaps we should dispense with these sectorbased labels and Start Talking about individual managements, individual companies, and execution. This earnings season weve seen a remarkable divergence in individual sectors, more than weve seen in 25 years. We believe stocks in the sectors should trade in unison, were missing important opportunities to earn the stocks of companie...

Dow nosediving 243 points. S p coming in 1. 44 . Nasdaq falling 0. 88 . There were actually some positive signs that were constructive enough to merit an honest discussion. In the interest of explaining the prevailing pain, lets talk about what made things hideous to begin with. The stock price has been beholden to the expectation as to what people thought companies would earn or thought they would say. It is about Great Expectations and then having your stock clobbered. Companies go higher. Im asking. What happens if you have a company that has super duber i love you, you love me expectations...

Is down by just. 10 . A road map develops for what could be a very, very good day in technology. Hear what Steve Ballmer has to say. The mini ipad is out. More trouble at best buy, a Major Management shakedown. And is cramer going to call this the come back story of the quarter . And could it keep the ceo off the hot seat . We begin today of course with microsoft officially unv l unveiling its the secret staging area microsoft uses to lae out its Retail Stores nationwide, we talked to Steve Ballmer about pcs versus tablets. You asked me whats going to happen to the pc market and the tablet mar...

On mad money to preach to all excesses when it comes to investing. Its the sin, the sin of arrogance. When you own stocks, you got to be humble. Although, people recognize that humility doesnt come naturally to everyone. You have to recognize you will be wrong, perhaps often. As the past few years have taught you, painfully, your portfolio will get hit with things you never saw coming. Things you never imagined, let alone thought were possible. Who would have thought we had to worry about cypriot banks . Who would have thought about sequester or about abenomics . And one thing to be sure when ...