What a start....

Where we're at:

Dow 12,801.23
s&p: 1,342.64
10yr: 1.97
s&p P/E: 22.43
vix: 20.79

equity: 31
bond: 33
cash: 36

1 yr: 2.9%

The market has gone (almost) straight up, probably because the mood is improving in the US and there is optimism that a Greece "kick-the-can" decision is coming. But, the nasty Greeks decided to take the market down a bit on 2/9. TXT reported a small loss due to one-time items for 2011, but guided higher for 2012, so the stock has gone straight up. I rang the register in early January to get below my 10% mark, but I'll probably be selling more before spring if it continues to rise.

Work has been crazy, unfortunately, all support. But, it looks like my training class will happen (surprise). Peer continues to suffer through his neck and back problems, he makes me hurt when I watch him get up and move around. I don't how he'll work to 65. We submitted our goals for the year, hopefully we'll get to work on the stuff we have planned. It seems like people are all of a sudden using the warehouse reports more than they used to, not sure why. We have had a lot of support because of incorrect results and we have shot ourselves in the foot twice during major process runs.

The mood seems to be positive, so far. Projects are being planned and I see and hear contract labor moving in and doing work. So, I'm optimistic for 2012, but we'll see what happens later this spring.