The best scoring sector across our universe of 1,600 stocks is utilities.

December E-mini S&Ps (ESZ14 -0.62%) this morning are down -0.63% and European stocks are down -0.57% after Eurozone Sep economic confidence fell to a 10-month low.

Insider buying increased last week with $35.47 million of stock bought compared to $22.81 million in the week prior. Selling more than quadrupled with $3.37 billion of stock sold last week compared to $725.84 million in the week prior.

It's been 12 years since GW Bush first assembled the "Coalition of the Willing" in November of 2002 (a full year after we were attacked by 15 Saudi hijackers), to go after Osama Bin Laden, (who was hiding in Afghanistan) by attacking Iraq.

September E-mini S&Ps (ESU14 +0.55%) this morning are up +0.49% at a 2-week high and European stocks are up +1.06% on reduced geopolitical tensions as Ukraine and Russia met for peace talks.

Portfolio goal: growth. This is a high beta, unapologetic growth portfolio with some safeguards and some boring investments. The goal remains unchanged.