TGIF!

* This week seems like it's been a long one!

* The stock market rally? I'm still long, but it looks like the rally is getting tired. I think the rally is for real. The election stress is behind us. The risk of terrorists trying to affect the election didn't happen. In addition, economic growth continues. Today's job numbers prove that.

* What's next for the market? Who knows. We do look a little extended. I do think the rally continues, but we're due for a pullback somewhere in here. I bet folks who missed this run are waiting for a dip, so that they can deploy some cash into some of the hot names. I still like the diversified approach most of all.

* One of my coworkers had a funny line yesterday. I can't recall what we were talking about, but he said "I had no idea we were homeless. I just thought we camped out a lot."

* Jim Cramer over on realmoney.com has been talking up cable stocks for awhile. I agree with him. I think video on demand is going to be big, and steal subscribers back from satellite. Especially combining the broadband internet services (and services to come). I'm not sure how much of this is priced into the cable stocks already, and I don't own any directly.

* Did you see both Kill Bill Volume 1 and Volume 2? I finaly saw them. Wow!

* Post-election analysts are at it, trying to figure out where Kerry went wrong. I think he spent too much time preaching to the choir. His issues were rallying folks who already planned on voting for him. He really didn't go after moderates at all.

* Bonds are taking a whack today with the good job numbers. As are REITs, which are interest rate sensitive.

* I'm bringing the cartoons back...

* Speaking of getting whacked, Raj got whacked on The Apprentice last night. I just couldn't imagine that guy as a boss. Seems like a guy I'd go out to happy hour with and try and pick up women. I think Ivana has to go. Predict a winner? I'm leaning to Andy at this point. He's good.