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To: Road Walker who wrote (108205)1/26/2012 10:39:09 AM
From: RetiredNow  Respond to of 149317
 
LOL. Good for you, RW. Long live the entrepreneurial spirit. Let's hope our gov't doesn't figure out how to kill it.



To: Road Walker who wrote (108205)1/26/2012 5:45:21 PM
From: RetiredNow  Read Replies (1) | Respond to of 149317
 
RW, I thought I'd make this post to you, since you always think I'm so gloomy. This isn't a reversal. Rather, I'm seeing new data coming in during January which is making me test my forecasts for the immediate future.

I am seeing anecdotal evidence in my portfolio and those of my friends of quite a few dividend increases among corporations. That's very positive.

One recent item bolsters the other case, though. Bernanke isn't acting like he believes a robust recovery is underway. He wouldn't have raised the stakes with ZIRP through 2014, if he thought what we have is sustainable. What is he seeing that we aren't? Maybe he's looking at some of those other leading indicators that I've been looking at that look downright shitty, like the Baltic Dry Index, industrial metals, ECRI leading indexes, risk profiles in China and Europe, etc.

Anyway, this run up this month has been great for my net worth and I hope it continues. I too love the endless stimulus.