Cash and bonds look even worse than usual, and equities still don't look awful, so it's easy to imagine a continuing influx of money into stocks.
The stock market's reaction to a second round of quantitative easing will depend on the program's size.
The stock market's focus next week will be on earnings, but investors will also watch currencies.
The mortgage fraud saga will only grow louder next week, weighing down bank stocks.
Major stock market indices rose this week, but it feels like things are turning as currency worries rise and weak news continues.
There was no Paul Kedrosky column on Sunday, Oct. 3, 2010.
Investor sentiment in the stock market recently has become unsustainably bullish.
The stock market feels like it wants to move even higher following a positive week.
September's rally will be tested by earnings reports from Best Buy and Oracle, as well as plenty of economic data with retail sales up first on Tuesday.
NEW YORK (TheStreet) -- TSC contributor Paul Kedrosky breaks down the new search product from Google and why it may be too good for investors.