I have been unapologetically bullish of stocks, not just in the U.S. but all over the world. The data that continues to come in, not only confirms everything we’ve been seeing, but actually suggests that an even more bullish approach moving forward is warranted. The sector rotation in US Stocks and leadership from International Markets is pointing to not just some short-term gains, but in fact, much higher prices coming across the board. In this call we take a look at the extreme positioning in some very important markets like Gold, US Dollars, Euro and US Treasury Bonds. I think the extremes in sentiment could spark a major unwind as we head into the 4th quarter.