The Titanic is rising.....the tea leaves

Why? Ill keep it pithy...the tea leaves

• Election year
• Cap ex spending up this quarter
• Commodity inflation
• Employment up
• Government lowering credit quality
• Increase in housing starts in some markets
  
• Banks are passing losses onto homeowners with modifications and short sale acceptances finally allowed capital lost over the last 4 years to be out of play.

In short all this is the predecessor to a huge rally. Id bank on it with both hands...