Christmas in September

Like a drug addict who stumbles upon a cache of powerful drugs, the market finally got its fix as Bernanke & Co. decided that the way to solve our economic problems is by lowering interest rates more than expected. Obviously, a market and economy so dependent on easy money, liquidity, and credit this is like being a 5-year old who just unwrapped their favorite present on Christmas morning.

Obviously, arguments like "what does the Fed know that we don't know" will fester as the market makes another climb to new all-time highs (at this pace we'll see them before the end of the month). As I write this, only two stocks within my stock screen machine are lower and money is being put to work aggressively across the board.