Quick Hits

• I missed this yesterday, but the Investors Intelligence survey showed a jump in bulls, with bulls at 53.2% and bears declining to 24.5%.
• Earnings season mediocrity.  Worth a read, as we head into earnings season.
• A Utah school books the wrong Jon Stewart!  ..it learned that it had booked Jon A. Stewart, a former motivational speaker, businessman and part-time professional wrestler from Chicago. Funny.
• The problem from unlimited on-demand video.  If creating a hit TV show can be so uncertain that it’s success or failure  can vary by timeslot and/or network, how difficult will it be to create a hit in a purely video on demand world ?  Pretty good stuff from Mark Cuban.  I just wonder where are people going to find all this free time to watch all of this entertainment?
• Sunshine in Sacramento!  Holy mackeral.   Feels great.  Of course, 'nuther storm heading this way.  Sheez.