Everything’s Coming up Rosy!

When I was sitting there last night in the little studio I use in San Diego, doing Larry Kudlow’s show on CNBC, all that kept going through my mind was Ethel Merman singing, “Ev-uh-rything’s com-ing up ro-ses…”

The high point, for me, was when Don Luskin, frustrated with my use of the word “maybe,” asked me what I really think will happen in the future, and I told him something like, “Unlike you, Don, I wasn’t blessed with the gift of a crystal ball.”

Don’s a smart, VERY opinionated guy who was chatting up gold years ago when everybody else, including Cramer, thought he was a crackpot. A lot of people think he still is, as they do me. As is the case with all of us who have strong opinions, he eventually will be proven right.

But the bullishness, at this stage, for some, has hit the giddy stage as if everything that just happened, and continues to happen, doesn’t matte