Zeev's Turnips Patch-No Politics (ZEEV)

[TJ Parker]

"The market will tell the tail; speaking of tails, the market is the dog wagging the Fed tail. There IS a presidential election coming up."

hrm. well i trust moves in the bond market more so than the stock market. (which is why i still have 1/2 of my shorts of financials open).

but unless you're the conspiratorial type, the observation is that the market reacts to fiscal policy which has the election in its sights. and we've seen most of that now. and at this point we still have everyone sitting on one side of the boat. heck, does the boat even have another side?