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Break Dancing and Head Spinning

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Hold off on the Harlem Shake for now. The Dow Jones industrial Average came tantalizingly close to clearing the old all-time high, but it stalled like one of those reality television shows that uses the same gimmicky build up before going to commercial break.

Today we'll be back from commercial, but the question many are asking is just how much of this rally is reality and how much is manufactured enthusiasm brought to you by the Federal Reserve and runaway government spending?

I think there is Fed free money in the mix, but we aren't near the hysteria part of the...