From tomorrow, we have holiday shutdown at work. This is only way to get many folks in valley away from their work and computers. Overall this holiday season and December in particular is shaping up very well. Let's look at few factors to feel positive about new year. Politics: This may be one of the most productive few weeks in US congress history. President Obama after getting shellacking in Nov elections bounced quickly by taking pragmatic approach and got three key victories: Tax-deal - while republicans must be happy that they got their wish of extending tax-cuts for wealthy, real winner is President and American Economy. With one swoop, economy got back-door stimulus of over $800 Billion. Who would have thought this could happen so soon Repeal of "Don't ask, Don't tell" policy - this is also significant victory for Obama since this was one of his election promise and it was overdue Ratification of Start Treaty - this was another major foreign policy...
Commentary about markets and investment ideas and some random thoughts!