I've got a bad feeling that the Great Intervention Rally of 2009 - 2011 is about to hit an iceberg. January 2011 is eerily reminiscent of January 2000. Ignoring warning signs of being overheated and overloved, the stock market rose month after month, defying doubters. With 12,000 within one good day's run, the Dow reached 11,908 in the week of January 10, 2000, and then rolled over. The next week it sprinted again for 12,000, hitting 11,834, but alas, the mighty advance was over. The S&P 500 topped out a few months later and then started down a relentless three-year slide. I sense a dislocation coming in global markets.