Forget the irresponsible headline in Forbes, Tide Turns For Wall Street following this week's solid trading figures.

Maybe they should have a cold shower, or at least check the fundamentals. This is a bounce, not a rally. We still have the problem of the credit crisis and zombie banks, now combined with inefficient governments building up unsustainable deficits. It's temporary and the bear is bouncing.

As Detroit News columnist Brian J O'Connor says, the Dow is "up" but it's still down more than 17% for the year. "Not to get all Clintonian on you, but this really depends on what your meaning of "up" is, even if the big gain has Dow devotees ready to sell, so they can have a few bucks to pop the (domestic) cork and tip the band to strike up 'Happy Days Are Here Again!' Except that they aren't. The Dow is down from its all-time high, its 2007 close, its 2008 close and any point after Fleetwood Mac broke up and before Valentine's Day ... Market-watchers agree this could be the bottom. Unless stocks go lower. If they do, THAT will be the bottom. If stocks go up, now is the bottom, but we won't know that until then. And if now is the bottom, then they'll all start asking, 'Have we seen the top?' This can be a fun little game for the Jim Cramers of the world, but we all know it's not very good for building long-term wealth."