You've got to be bonkers to swim in shark-infested waters, but it's widely happening -- no, not in the movies, but in real life -- on the financial front.
The question, he asks, "is whether the bulls are full of bull?" Ortz argues that the plight of the banks -- a bell-weather market sector -- is still an unresolved issue.
Let's say, for argument's sake, you think the worst of the bad news is behind us and the trend is still up. What do you buy? And importantly, too, what do you shun?