Goldman Sachs

That --> is 5 years of Goldman Sachs, who reported a very good quarter last night relative to expectations.

The stock is trading down a little, probably because it has run a lot and also announced that it is raising $5 billion to repay the TARP money.

The chart is breathtaking. $200 to $50 to $125 in under two years. This is not some second tier franchise either. At some point in the next decade, I wouldn't be surprised to see them go private again. The wave of scrutiny and increased regulation is just beginning.

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Strong finish yesterday after the market spent most of the day under water. This market does not want to go down, which ironocally indicates that it is due for a correction. If earnings keep coming in better, timing it will be tough.