Last week, I noted the lack of long picks made the current move suspect.  Then the market went up another 60 points on Friday!

But, I remain skeptical and now it gets worse: I now see ZERO picks out there (long or short.)  Even if I did, I defy anyone out there to pick a strong stock that's not also overbought.  There isn't any, so ANY long is risky as it could fall a long way.

So, put your feet up and relax.  This is going to be an interesting summer.

And that is the final word from Spain, where I salute all those fine young players on a World Cup victory.  (It was Spain that won, right?)