"All I need is M2 money supply growth". Well, last week M2 was up $26 billion and after the clooe today it was up $36 billion. So, one of my important indicators is making me more bullish, especially since M2 was flat for 30 weeks or so. In addition, d-ram prices up today, Baltic Dry index was up and steel production has been up several weeks in a row. However, railroad loadings basically still flat although the "chemical" segment was up 3%+ in the latest week. Net/net even if the jobs number is bad, I will still look to accumulate cash rich tech along with some others on any weekness.

Today's action had alot to do with short covering, so even if the jobs number is good, Friday, and stocks go up, I'm not going to chase. This move to 12,000 or 1200 (S&P 500) by late spring is not going to be all at once.

As always, just one man's opinion.