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I agree that we will probably have some real number manipulation which will make the banks look like they are earning more than they economically are. This will be a very volatile and risk period, long or short, but as I see it the fundamentals of the short thesis have not changed as of yet. The government intervention as provided the added stimulus for this neck breaking rally, but I warned of this about two weeks ago and it shouldn't be much of a surprise. I will be posting my macro opinions over the next few hours (after daybreak, that is) to convey my thoughts on the matter.