It's been a big month here at Lake Woebegon...

Let me start by apologizing for a month of silence. Some of you, no doubt, found it refreshing that I'd shut up for a bit.

We at Storehouse have been somewhat gratefully busy converting our firm from one platform to another. It's a goood move over all, but painful.

But enough of all that. I've been doing a lot of CNBC lately, and if you're following you probably know that I'm pretty much the Princess of Darkness right now. No, I don't believe the rally. No, I don't think it's supported by fundamentals. I certainly don't think the valuation of the market is warranted. At all. Revenue growth is beyond anemic. But most importantly...

FALLING LESS QUICKLY DOES NOT EQUAL GROWTH.

There are a myriad of reasons why we're happily playing the market using chicken methodologies. I intend to post those over the next few days. In the meantime, here are today's two appearances on CNBC, which should give you some insight into what I'm thinking. In the afternoon appearance (first one below), Scott Wapner had all the finese of a pit bull with rabies, in my humble opinion. Of course, I was on the receiving end of the questions. I'm just saying, from my perspective, he was out of line.