BondGuy

Hints of Risk Appetite Returning to the Stock Market?

Face it. It's over. Individual investors will not support equities for another generation. That includes index mutual funds, growth funds, value funds, and individual stocks in 401Ks. Trust has been lost, for good reason.Of course, not everything will stop. The hedgies will hedge, leveragers will lever, and prices will still go up and go down, but fundamentally, for the next 20 years, it's a zero sum game.

Freefall Fed Policies?

To the extent that you are suggesting that the US government would default on its EXPLICIT guarantee of GNMA paper, you are a complete lunatic. I leave it to others to assess the wisdom of other advice you dispense in light of this observation.