As expected, Ben Bernanke is not going to taper in the final months of his term. Too risky. Instead, laissez les bons temps roulez…! The Dow jumped 144 points yesterday. And look at gold. It soared $56 an ounce yesterday. The newspapers are full of retrospectives on the Lehman Brothers bankruptcy and what it meant. We have an observation of our own: Five years after the financial crisis hit the headlines it’s amazing how so much fantasy, delusion and conceit have built up around the event.