Im back

Been away for a few days but I am now back to find the world basically the same as I left it. The dollar has strengthened a bit gold has weakened a bit and stocks have barely budged from the highs - all is well.
The beta stocks AAPL, AMZN, BIDU, GS GOOG, PCLN have been spoiling the Xmas cheer a bit as they have had a small swoon. One guy who is having a heck of a week is Mr. Bill Ackman, General Growth just keeps rockin higher $10.85 at last check - hes all in at about .50 cents - nice play.
I guess the real question from here is if the markets start to slide a bit more will portfolio managers rush for the exits so as to preserve their massive gains in equities from the March lows.
More when I get my barings back

JB