Worldwide funded freight train coming at you. Hard to fight. Hard to stand in front of. That's what I think is happening here. It is clear that Ron Insana, in his fabulous Market Movers commentary this morning and with his quick moves to catch some of the move, totally agrees with me. It doesn't take much to see that Doug Kass is going full bore against me.
I feel like Michael Corleone in the lamented Godfather III. Every time I want to get out, they pull me back in again, and this time the pull is from the macro, where the central bankers keep plowing the money in, and from the micro, where one of the biggest deals in ages -- the Kraft (NYSE: KFT) (Cramer's Take) hostile on Cadbury -- reminds us that stocks aren't expensive, they are cheap.
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