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Politics : Welcome to Slider's Dugout
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To: SliderOnTheBlack who wrote (17172)5/6/2009 10:33:37 PM
From: SouthFloridaGuy2 Recommendations  Read Replies (1) of 50126
 
525 basis point of rate cuts, steep yield curve, Fed backstopping housing - which by many accounts is no longer overvalued - major underinvestment in cash instruments, global expansion emerging manifested in risk trades (Gold, Silver, Carry trades).

'Nuff said.

You need an exogenous shock a la Worldcom/Enron/Terrorism war to bring this market back down.

The fundamentals are shit, but a lot has been priced in nearly 2 - yes 2 years of market declines...But they're improving, and in the investing world it's all about what have you done for me lately.

Bernanke wins the battle, but creates a bigger crisis down the road concerning the USD.

So sorry, your view is too consensus. I say the S&P500 is at pre-Lehman levels by April 2010.
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