That’ll fix things for sure, right?

Good morning folks. It’s another EU-will-they-did-they-or-can’t-they driven market today. The latest update is that a guy from the incredibly incompetent and rather corrupt IMF or World Bank or whatever is stepping into the hot seat at Greece and some other fresh bankster crony is stepping into the hot seat in Italy. That’ll fix things for sure, right?

Anyway, the markets are up about 2% in the early going and we’ve got Akamai, Cisco and Sandisk all getting jiggy. Then again so is BK. I’m still not liking the pitches the markets throwing just now and I’m going to remind you once again the power of patience. Do not force anything here. We’ve worked long and hard to get these portfolios where they are and there’s no reason to rush into this very tricky market.

Back with some must-reads and then later, my positions.