Same old, same old...

Where we're at:

Dow: 13025.58
s&p: 1416.18
10 yr:1.606
VIX: 15.87
s&p P/E: 21.64

equity: 33
bond: 33
cash: 34

1yr: 6%

The election is over, but we seem to have the same result.  More arguing, and no compromise.  The 'do-nothing' congress is content to keep the economy in recession.  However, Mr. Market seems to have an agreement priced in.  The chatter on the message boards seems to be subsiding and even turning a bit negative for TXT.  I think they finally realized that a dividend increase is not forthcoming and we're going to continue funding new projects. 

I'm a bit unsure about what to throw new money at.  Equities seem a bit overpriced and due for a drop, especially if no agreement occurs by the end of the year, however I like what we own and I don't want to sell anything.  I think I'll reach a rebalance point for TXT before the end of the year and will sell some of my shares.