The Tsunami of Liquidity

"This financial liquidity sweeping the globe is a true phenomenon. The (financial) re-engineering in size, scope and impact are un-precendented. Money, and its creation, have become globalized and maybe privatized. It is nothing short of amazing."
UBS

The very clear consensus expectations is for the USA to slow this year (again for the third year in a row)...and earnings have peaked, productivity has to slow and the sub prime lending will lead to a housing slow down and crash. Please tell us when the media and consensus has been right and when you have made money investing along side the crowd. The group is in cash, short stocks, out of oil & nat gas related investments, not in China, selling their homes, excited and hoping for tax increases, supporting the withdrawal from the middle east, critical of an old man and his stupid comments on a basketball team and who is the father from a former Playboy Bunnie.

This is not the crowd to follow and make money with...only from....

We are buyers across the board and excited by what we see.

Danny Boy seen here is told by many he looks like Barkly...he takes that as quite a compliment...he knows he has some big paws to fill and is enjoying the challenge/ opportunity.