Positive Comments on Today's Markets

An awful lot of smart people are starting to sound positive.

Henry Kravis believes the credit crunch is “finally beginning to stabilize,” and sees consolidation over the next several years. . . .

Carlyle’s David Rubenstein:" Right now there's an enormous opportunity for private equity to get into the financial service industry and invest in banks, insurance companies, other organizations that are heavily hit ... by the credit crunch." . . .  "During 20 years in the business, I haven't seen a single greater opportunity for private-equity capital.''. . .

Steve Schwarzman also constructive. . . . 

John Neff says he’s buying stocks, including Citigroup (C), after stockpiling cash 18 months ago. . . .

Byron Wien to CNBC: “The market will end the year higher.” . . .

I am not sure whether all this enthusiasm is bullish or bearish. . . .