Quote:
Originally posted by jyl
Finally, absent more bulls participating, here is a bullish argument I stumbled across.
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I like where he said RE players return to the stock mkt where the action will be. The article was too early to mention that the RE correction seems to be sliding gently without shocking the system.
I'm betting that currently it's a "wall of worry" concerning the stock mkt.
inflation is being managed, commodities hopefully have run out of steam and hopefully will show it in a month or two, and corp's are flush with cash. It's not often that the whole world is experiencing eco growth at the same time. Long term bonds % seems to reflect a general belief that the US is still the safe haven and I figure expected volatility's here will be less than in other countries. Even China is doing and planning currency revaluation correctly imo.
thx for article