Greetings from New York where I'm actually going to take the next hour to do yoga. Why? Because my portfolio is lean but I'm not. And if you let yourself fall to pieces the financial crisis wins. Here's what I'm thinking very quickly as I see the screaming greeny open:  Today's over-used word: Capitulation. I've heard it a dozen times and it isn't even 10 a.m. yet. While I'm a happy-go-lucky guy and delighted to embrace the enthusiasm I'm thinking 2 things: 1) 1000 pts off the Dow lows of Friday is sort of late to call "bottom " in ...