A phenomena that gloriously stopped today. Dow dropping 27 points, s p and the nasdaq both shedding 0. 1 . As we hit a legitimate bottom down about 6 , we have been rallying as if things are terrific and getting much better. You know what . Thats fabulous. Or at least it will be fabulous if it were true. But its not. Truth is, we have some good, we have some bad. Real concerns. As well as some pedestrian ones. So tonight were going to explore the notion of the two tracks. The track of sanity. All aboard and the track of recklessness. The track of rational. And the track of irrational. So we can make sure to stay on the right one. If were not careful the irrational track will end on the dreaded third rail. First, whats rational . Okay, well, we want stocks to go higher when they beat and raise expectations. We want stocks to go down when they miss expectations or do something that hurts their earnings. When nothing happens, well guess what, we want nothing to happen. We want stocks to d