The market is pretty fascinating right now. It is currently featuring 100-point intra-month S&P swings, a solid rally in eccentric commodities like coffee, currencies bouncing around like ping-pong balls, and wild technology M&A speculation. What's not to like?

My bearish thinking is beginning to morph into a more bullish tilt. The reasoning for this is three-fold: 1) The Feds are printing more money 2) Technical "Commitment of Traders" (COT) reports show institutional buyers getting more bullish and retail investors getting more bearish -- usually a bullish indicator 3) it's looking like the bears have had trouble taking the market down in September, which is when they usually take it down.