We know that 2009 was the year of the stimulus. Our economy was pumped and propped up through both fiscal and economic policies that staved an in-bounding depression. Whether that was good or bad will be debated over the ages, but the fact remains that it happened. What we need plan for this year and next year is the removal of this $2 trillion of play money. That's a scary thought.
Realistically, asset prices will see a reset. This will include stocks. Be alert and be cautious.
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