Last night I worked the Prop Desk for Fast Money on CNBC. It was a lot of fun with so much going on in this tape. Here are some clips…

Diogenes the Cynic wandered about ancient Athens carrying a lantern on a quest to find a single honest man. Needless to say his search was ultimately fruitless. Were he to go looking for a single bull in this market moment who wasn’t getting ready for a pullback to buy, he would be equally frustrated.

This morning we got a report with a surprising jump higher in the level of new unemployment claims – the highest in 6 months…

Media appearance.

Infograph

Your morning links, people.

You guys know my long-term investment thesis on the Ag bull market (it will last decades) so I thought I’d share this little affirmation directly from the Horse’s Mouth…

The real Facebook/Goldman unfairness concerns capital formation in 2011 and beyond

A guest post from the Stock Rabbi on excessive and dangerous speculation.

Verizon iPhone’s a “Google-Killer”? Not according to the market.