I have spent the last 9 days on the road and was not blogging and just trying to do sales, business development and some goodwill.

Tomorrow I go to Phoenix to move out of our home….at least home sales are up FOR ME!!!!

I did a lot of face to face time and a ton of reading. It is amazing how many bullish and bearish signals you get from just a casual observation of things.

I have totally missed the bull market in Vancouver. I mean wow, what a city. I would totally have a condo there…for real. Golf, skiing, fun city. Easy to get to from San Diego.

Toronto is a giant slog of traffic. The city is impossible to get around in. Don’t tell that to entrepreneurs who are starting companies in web and mobile left and right. If it was not for family and close friends, it would be off my radar though.

Is it bullish or bearish for instance that $6.5 billion will be spent on virtual goods by 2013 ( $zynga ) , while just $2.5 billion spent on real goods at movies?

Is it bullish or bearish that people are getting their financial kicks, trading a fake currency…that actually crashed on Friday?

Verisign $VRSN says there are now 210 million domain names …bullish or bearish?

Businesses are clamoring for Social Media…ugh?

My opinion?

I am super bullish, but not necessarily about prices. The last good position I took in a stock was the biotech index $IBB and I have been a net seller of stock for months on this blog.

In the financial industry, it reamins the DARK ages for financial sharing. I am super super bullish (talking my book) on the walls coming down, but you can go broke waiting and spending on innovation while those walls shake and crack. I have been in hundreds of sales pitches where the heads are nodding but I know nothing will happen.

My gut is that opportunity will abound and we have seen the worst of things in 2008 from a volatility and crash scenario. The mood though is rightfully pessimistic as wages drop and cost of living surge for a great majority.

Pick your spots.