I may have sent by email to some of you this report about how investors are pricing in a double dip. If the expectation of the masses are a double dip, anything better than that will trigger a rally in stocks. You can cut your equity exposure down by 20 - 30%, even 40%, but stay invested in stocks because no other asset class is going to give you better-than-inflation returns.
If you haven't received my email on this report, please call or email me. Thanks.
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