Long time readers know that I preach the importance of individual stock selection. The market can be falling apart but as long as you own solid companies your investments will perform extremely well over the long run. Another way of putting it...It's a market of stocks, not a stock market.

I've been on the road for a while. A combination of exciting WMI business...next level stuff....to due diligence for WMI m2/m3 conferences, and of course for the VRA. As I've been writing, Dow 10,000 was a certainty, and it doesn't look like this rally is close to being over. There is simply too much strength in the primary leadership...