TKO

Barron's Calls a Bottom

We might be going into a bigger dip then we anticipate. But considering most of the global stimulus packages will not be taking effect until 2010, perhaps we need to start thinking slightly ahead and wonder -- what if we grossly overshoot the stimulus requirement in 2010?

What we might be seeing is a deep U-shaped curve in the stock markets. With all of the pessimism surrounding the markets, a trigger to alleviate all of that could send the markets flying. Until then, we might be heading down for quite some time -- and in force. I would not be ruling this out. Perhaps an unintended bubble may be created a few months out - and another slight burst before we go marching on our way.