Tomorrow will be the biggest rally this year. The "Yen Carry Trade" gamblers will squeeze every single short out of the market with not only Bernanke free money, but now with the TBTF banksters' G-20 endorsing Abe's free money bet, the TBTF banks have a double-barreled betting machine at their disposal. All the Dow stocks will rally very hard, since the EuroTBTF banks will jump straight into the US market via DIA and SPY with their borrowed Yen to ride the debauched but rising dollar. Valuation, like Debt, doesn't matter in the New Paradigm. 'Fed balance sheet' is as meaningless as the tooth fairy.