It can't get much simpler than this - just buy. No matter what happens. No matter what you see or think. No matter what your neighbor says - just buy! Day after day the market elevates and the story is the same. Everything continues to appreciate in value and all the stories of doom and gloom or put on the back-burner yet again. It's been this way for years now.

I am not going to suggest that the problems written and discussed or not real - they are. The race to zero in currency valuations is a real problem it seems but you could tell that looking at the markets. They love free money. It greases the wheels for now.

And what about the exit strategy? How the heck do the central banks exit the mess they have created? How do you take trillions of dollars off the table without adverse effects? I have no idea. Maybe they do. I sure hope they do.

All I do know is that, for now, this market is in one of the modes where logic isn't an asset but blind faith is. That's always worrisome after a big move and a big move we have had. Between last year and thus for this one, we have seen gains that now approach 20%. That's not chicken feed.

With currency wars starting to heat up, it just seems that volatility won't be too far behind and for that those reasons I would think pulling in your horns a bit isn't a bad strategy.