Nothing really new I can say other then I think we are almost there.
I am aware of all the negative stories, and horrible possible outcomes. The fundies simply do not merit such outcomes.
Don't get me wrong, I am not trying to have delusions of grandeur here either.
Obviously this is going to be a consolidation year, tailored for trading.
Whatever scenario the markets are in, IBM is about to trade with a forward PE below 10. There is a name for a situation like that... opportunity. (and I will take it)