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发表于 2011-2-15 11:37 AM
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本帖最后由 revolver 于 2011-2-15 11:38 编辑
回复 22# livefreakss
Perhaps it's a bet on instant correction of small cap.
But seriously I can't see any clear bearish sign on US equity market, at least for the near term. The US economy recovery is real, it's not a inflation driven bull market, it's liquidity driven recovery. US economy right now is benefiting from the cheap money printed by FED, while leaving the trouble of runaway inflation to China and other EM countries.
The recovery will continue and so will the equity market, until the inflation problem is fed back from China several months later via import prices. |
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