THEME: ECONOMIC GIRLIE MEN
Following up on my bullish call several days ago, I noticed that people were beginning to hear Arnie's plea to "Don't be economic girlie men!"

The GOP convention is getting Wall St. pumped up. This is helping to fuel a rally that was already technically in the making.

Donald Luskin, who has been pretty bullish and losing money being over-weight in tech, was pumped by Arnie's speech and wrote:

Fact is, just about everything is looking great as far as I can tell. The price of oil has cracked from its bubblicious highs near 50 two weeks ago. And a surge in President Bush's popularity and poll-appeal over the last two weeks suggests that the electoral uncertainty that has been dogging the markets might be near an end.

You can say what you want about America's infatuation with fame and Hollywood, but it works. Yeah, yeah, Karl Rove got this one right. Also, if you've never tried to do Arnie's old body-building routines, you have no idea how hardcore this man is.

Clearly Gray Davis and Cruz Bustamante miscalculated in the 2003 California Governor's recall election. They should've consulted Sylvester Stallone (who would've guessed that Arnie's old nemesis would be struggling to do reality tv). Unless Kerry comes out swinging soon, he's likely to be seen as a girlie man too. Maybe instead of wind-surfing and snowboarding he should go into the gym, put on a couple 45 lb. Olympic plates on the bar and start getting pumped up.