There is really only one word to describe Friday’s intraday action: bullish. Right off the bat, thanks to a report showing the University of Michigan consumer confidence number fell below 60 to a 28-year low, the Nasdaq fell 1.2% within the first two hours.

I don’t know what I can say about this market that has not already been said. I find it very difficult to BS about the market when there is nothing to BS about. But I will give it a shot.

Chances are, you have never heard of Harsco… an industrial company that does everything from on-site work outsourcing to roofing scaffolding, from railroad tracks to mineral air-abrasives. I recently made a “buy” pitch recommendation for Harsco as a manager of the Nittany Lion Fund. As a great company that is totally flying under the radar in my view, you need to take a look!