The dilemma is that my read of political winds shapes my investment ideas, from banking and insurance to energy.

Right on, Steve.

If I had the choice of knowing only one of these a year in advance ....

• What APPL's earnings will be for Q1-2013 (I own APPL shares)
• What the pols will be shouting in the headlines 12 months from today
• The text of the Bernank's latest speech a year from now

.... I don't know which I'd pick but I'm pretty sure it wouldn't be APPL's numbers. Sad but true.

I often wonder these days if we're no longer investing. Maybe we're simply reacting to political moves; not only our own pols but those from around the globe. And since many moves aren't remotely logical, the smartest people in the room aren't guaranteed to be the winners. While I'm not the smartest in the room by any stretch, I would like to think that logic plays SOME part in equity pricing, or else I'm gambling my family's future on a silly game of darts.

Unfortunately I find myself fully invested now (see? I told you it was an accident) but I think Wendy may have had the right idea, which I have seriously considered every day now for 3 weeks: "Get the hell out, NOW!" (But is it already too late?)

Ouch! Someone's dart just got me in the left butt cheek AGAIN and it hurts like hell. It ain't funny; stop laughing. Okay, who's got the red darts? I'm gonna get ya. Wait just a minute ... can you tell if this is a red dart or is it just covered in blood?

Dan, injured again today