Now the market's euphoric on Europe. Now everyone says the deal is done and all is good in Europe.
This was the way we thought at 4:10 a.m., the way we didn't think at 7 a.m, and now the way we think again.
It is a Regan "Exorcist" market. My head is spinning. To me it just shows you the difficulty of focusing on anything in particular. We do have a lot of good earnings, more than bad ones.
But Pepsi ($PEP) and Terex ($TEX) talk up inflation and down earnings.
And we do have a better tone courtesy the hugely-accretive deal for Medco Health Solutions ($MHS) by Express Scripts ($ESRX).
Oh and did we forget Intel ($INTC) and Seagate ($STX)?
Looks like it. That was so long ago.
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