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Takeaway: Mr. Market has been muting perma fear mongers with impunity.

The S&P 500 is up over +3.0% for October. It's up over +21% year-to-date. The perma fear-mongers nailed it. Right? Wrong.

FEAR & LOATHING IN LAS EQUITIES - Squeeze

Moving on… now with a lot of hands forced to cover-and-chase, there’s a lot to do. In a Burning Bernanke Buck tape, we like being #EuroBulls more than buying more USA up here. It’s been a great year being long US growth stocks. Lock more of that in.