"I think the bond markets and the US $ hold the key
Once the US $ and Bond markets start to correct like they should (as the US is stuffed so logically so should be there worthless dollar and the treasury bonds they issue) we should see a reallocation back into stocks
The risk trade is off and has been since May once the risk trade comes back on stocks will rise we just need to climb the wall of worry first"
The US $ should continue to correct and as it does the risk trade will stay on Short USD Long Equities
I still maintain that once the Bond Market Bubble pops we will see a flood of capital come into the equity markets which will be the catalyst for the next Bull Market imo
