The American consumer just will not quit -- 2/13/2008

Stock Picks

More positive news.  We are getting excited now, although still pragmatic.  Sales at US retailers went up 0.3%, not down 0.2% as was expected in January.  Very Very interesting.  We need 2 more months of this *and* for housing to rebound a bit and we will be off to the races again.  The pragmatism?  This data may be flawed.  It is not agreeing with corporate results and guidance right now.  We need all three to synchrozize.

In other great news, Paulson said that if this stimulus package does not work, then we will do another one or something else.  Wow.  It gets better and better. 

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