ts, yes, it's been a great bull run to date. But like the USD, it had nowhere to go but up (you are obviously comfortable where it came up from).
But keep your hand on your wallet. if the stimulis packages fail to keep the engines running, and we get a run of profit downgrades (which have started to come in this qtr) like we were getting 12 months ago, then you will come to regret those words if you don't respond to changes. Look for Dec qtr announcements across the majors.
You've seen the results of a massive injection of government monies globally up to now. The markets aren't running themselves yet - and some are still to show signs of recovery.
But I think we should have our answers on that before Christmas 09 - signs appearing by EOM Nov09.
