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Positive. Positive things about the market that are at odds with what you heard and saw on your screen. Dow plunging 163 points, s p sinking, nasdaq losing. 80 . Im going against the grain at a session that once saw the market skyrocket only to plummet guns again. Let me give you the biggest caveat at all nothing im about to say will mean anything unless you have a month long time horizon which is short in the real world but sadly not in the stock world. To explain this i have to go back in time to the days when i ran a cup hundred billion dollars as a hedge fund manager. Let me walk you through what would happen each morning when we reviewed our passions with karen crimer w er wcramer who rg desk with an iron fist. These meetings were ugly, hideous, they were pointed. And they were dead right. We would start the meeting with a query. She would ask whats your world view . Whats your intermediate term view . Translation wharks do you think will happen in the world and how will it impact

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