Since Josh at the Reformed Broker often links to us, I should return the favor every so often. His post this morning, titled 'Season of the Witch' is a worthy submission, which summarizes very nicely the state of global affairs. Worth a read.
The veil between recovery and recession has never been thinner and all the old ghosts of the past have returned to haunt us once again, some of them almost exact replicas of their prior incarnations.
Also check out Doug Kass' 10 Questions for the Bulls'
This week, I will ask 10 questions to both the bulls and the bears, the answers to which will help us determine the outlook for equities over the balance of the year and into 2012. Today I will start by asking 10 questions to be addressed to bullish investors. (Later in the week, I will get to the bears.)