I just went outside for a walk and almost got hit by a flying pig. Not really, but when I saw Joe Battipaglia of Ryan Beck on CNBC a few minutes ago, something even stranger happened. He was a poster child for the bears and started talking about a recession, inverted yield curves, housing problems, etc. etc. I was getting less bullish over the last few weeks but if you truly believe in contrarian indicators, this was about as close to the ultimate as possible. By the way, I don’t disagree with a lot of what Joe said, but it was shocking to see one of the greatest permabulls picking this moment to switch sides. Make of it what you want, I still cannot believe it. I have to go now to check if there are icicles forming in hell.