Equity markets have come a long way in 2009. And now everybody wants in on the move and everybody wants to own stocks since they are moving up. That describes the same situation we faced at the start of the century after Dotcom stocks moved over the edge. Sure this time the situation is different, we are in the middle of one of the worst crisis we have seen so far and it is an event felt worldwide. But that doesn´t mean stocks can go up forever.
The economy is not following nearly as quickly as markets suggest. The stock market has outperformed the real economy by far. So what do we need to do