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Wall Street Breakfast: Must-Know News [View article]
The truth is that the Fed's ZIRP policy is having dangerous effects on the markets. When you can't even get an interest rate return large enough to offset inflation - let alone taxes - people and investors will move to higher risk alternatives for the perceived increase in yield. Cheap money screws up the markets.
Add to that the common misperception that an economy declining at a slower pace is "good" news, and you have all the ingredients for another big selloff. Less bad is not good. The economy is still swirling in the bowl and having a few megabanks with enough capital is irrelevant to the economy as a whole.
This year, "sell in May and stay away" is better advice than in most years.