Asset inflation - the bull is out

It’s all about speculating with the tax payer money for the moment. The Fed is still thinking about an exit strategy, while it’s the first thing (financial) firefighters should be concerned off. A Firefighter's first rule of survival is “know your way out”. The same can be said of financial firefighting. Though it has no intention of exiting soon, the Federal Reserve is planning its path out from the extraordinary measures it has taken to free credit markets and boost demand.
Ok: buy stocks, buy commodities, sell Treasuries, buy high yield debt and buy gold. Crucial in all this will be the dollar.
If the buck strengthens, look out for a reversal.

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