I'm told we're in recovery.

The Street seems to be bouncing back. Some of the latest earning reports are in the black. And BP finally figured out how to plug a leak.

Now I know most of you aren't that worried about what we see in the mainstream press. Most of the brokers I drank with – I mean, talked to – in Vegas a couple of weeks ago were still smiling. Business looked good. Sure, everyone had the same concerns about regulations and 2014, but overall the mood felt decidedly upbeat.

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