There are only so many ways I can write about the stock market being bearish before even I get tired of it. I know my editor is pushing me every week to come up with a new angle but frankly now is just the time to watch all the groundwork come to /br /We are mostly short in the newsletter. We hate financials and think energy is done (for now). Materials are finally getting hit (except for those lovable fertilizer stocks). br /br /That’s all I have to say, post column today. Blogger extraordinaire Barry Ritholz ran a black swan toon the other day and I’m going to start looking into that concept for /br /Sleep well, kids.