The market is just itching for the S&P to take out its high from October 2007.  Of course it will.  And of course, we know what happened thereafter.  But this time is different, right?  Well…who knows…but we’re staying vigilant.  Our Fortress Portfolio is now showing much value at all, with the possible exception of Intel and possibly Altria, which continue to pay nice dividends of 4% and 5% plus respectively.  The gold miners continue to look cheap and may be a good buy on today’s pullback. And some of them, like Newmont, pay a healthy and attractive dividend.