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Yesterday, the Dow hit 13,000, and as we speak, its adding to its gains. One important point to remember during the hype of the markets- Its never as good, or bad, as they say it is. All market movements, up and down, have a way of feeding on itself because of public perception.

As is the case of our recent market advance, irrational advances take place when reason and facts are totally removed from the decision making process. One can never be a totally bullish or a totally bearish. There is always something to make money on in the capital markets.

One of the reasons I like being a contrarian is human beings can be convinced of almost anything. If you want proof, just ask someone their opinion on the stock market, Rosie O'Donnell, Imus, or any other hot topic, and you'll probably get a comment (pro or con) that has been expressed on TV. This is where most form their opinions. It seems as if no one has an original thought anymore. That's fine and dandy with me.

Today, the Dow is struggling to move higher. Its obvious that Wall Street's trick worked. They lowered earnings guidance to a point where corporations are blowing away the lowered estimates, but falling short of the y/o/y numbers. In short, earnings were not "as good, or bad", as many had expected.

Oil prices continue to be a problem. Yesterday the gasoline supply numbers showed that stockpiles fell for the 11th straight week. Gasoline futures hit their highest price since August causing many energy stocks to rally.

Today, Exxon Mobil (XOM), Sunoco (SUN), and Valero (VLO) came in with great numbers. Get this, Valero's profits were up 30%, and they announced they were tripling their share buyback program. If I had to predict the next "big oil" takeover, it would be Sunoco or Marathon.

Adding muscle to the Dow today is 3M (MMM) which posted first-quarter results that were much better than lowered analyst expectations.

Ford Motor (F) earnings revealed they didn't lose as much as analysts had expected. What a bunch of crap. Our government is allowing every foreign car manufacturer around the globe into the US and they expect GM and F to compete? If you pay close attention, you'll see that our politicians are not raising the living standards around the world, they are simply lowering ours to make the others look good.

Globalization is killing our nation. We don't quite see it yet, the unbelievably low interest rates we witnessed since 2001 gave the public a false sense of wealth. As interest rates move closer to their historic levels, many are seeing that they are worse off than they were before 9-11.

My general feel from here is the caffiene induced stock market can run a little farther before giving way to its own weight. Let's let them play their little head game with investors for a little while longer, and when every one is convinced we are in a new bull market, they will find that the markets are never as good, or bad, as they say.