“Can you imagine, given the noxious gravitational pull of the UltraShort Financial ProShares (SKF), how much Goldman Sachs (GS) and Morgan Stanley (MS) would be up today? We know that the goal of the shorts is to break Wells Fargo (WFC) and Bank of America (BAC) and JPMorgan Chase (JPM), and they want to do it today. They are huge in the SKF. (It is almost not worth it to break Citigroup's (C) common anymore.) But so are Goldman Sachs and Morgan Stanley. They are the SKF players with "enough points" to be worth destroying. Now it is possible that the shorts are smart and going long Goldman and Morgan Stanley and then piling into the SKF. It is more likely, though, that the longs are listening to the number bumps for Goldman and Morgan Stanley and realizing that these are the two banks that will emerge as the "safe" places for the rich people to put their money and turn to for advice. I think these stocks would be up huge if it weren't for the SKF. Soon there will not be enough points left to matter to the major banks, and then maybe the SKF pressure will go away -- it really doesn't work well other than intraday. Let’s see what happens, but today's action so far is a huge ringing endorsement of Goldman and Morgan Stanley and their new business models and clean balance sheets. Put simply, they don't need the money.

From a recent Mad Money show:"You're buying it down 20 points and I think this is a great level. I like Wal-Mart very much."

From a recent Mad Money show:"That's a good gold play, but we want the lowest cost producer and that's Agnico-Eagle Mines (AEM). I'd rather see you there."

From a recent Mad Money show:"I've liked Athena. It helps keep the cost of health care down. Athena is part of the solution."

From a recent Mad Money show:"I like their CEO and it's got an accidental high yield, but I fear they might be nationalized, so I'm not going to give you a recommendation."

From a recent Mad Money show:"My take is that the whole shipping business is very hard to recommend. I got lucky before, but I'm not going there again."

From a recent Mad Money show:"I'm not recommending that bank, or any bank. Sell, sell, sell."

From a recent Mad Money show:"I think you're being greedy. That's a nice run, but it is just coffee after all."