This market reminds me of an old Aerosmith song I used to listen to; “Train kept a rollin’ all night long. Train kept a rollin’ all night long. I’m in heat, I’m in love…but I just couldn’t tell her so.” Why? Well, obviously this market keeps rolling along. It’s been running since 2009 and so far this year, it is up another 6.05% on a total return basis. And we all like making money, so you could say we are in love with this market. But with all the pockets of uncertainty, we just can’t bring ourselves to formally admit our love.
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