THINK for yourself!

Forget CNBC this morning.

It is time to look for new trends, new sighns of life, new leadership.

I DO like that Merrill is reporting that record levels of cash are floating around (just not how and when they choose to hype it). I do believe that a lot of that cash will make it’s way into the stock markt. It won’t happen today just because Merrill is reporting it and Bob Pisani is horny! :)““`

BUT – I am focused on finding where that money is most likely to flow.

I found one good clue this morning. Barry Ritholz, who I have read on and off, offers a GREAT post with a GREAT chart that may offer a clue . It may confirm why stocks like BDX, which I posted earlier today, are hitting all-time highs.

This chart does not prove anything, but gives me a clue that I can file away as I wait for a swath of leaders to show me the way.