Postcards: Things I Think Before Happy Hour

There's a lot to cover... insider buying is up... morale is too. And how did this stock end up one of the top rebounding stocks of all time?

Market Update: The arrow is going up… wait… why is it going up if a big interest rate cut suggests economic weakness? Oh… you mean the economy isn’t the market, and the market isn’t the economy? Do I mean these things disconnected years ago… back in 1993? Do I mean that central bank activity to stop major financial problems like shadow banking crises or worries about the Carry Trade or China’s debt deflation trap is more important than underlying fundamentals? Yes… I mean that. We’re green.