Ben will roll over their mortgage security investments, which...

Ben will roll over their mortgage security investments, which the market will like.

Fed's balance sheet not to shrink, which the market will like.

Quantitative easing still in place, which the market will like.

Long rates will get pushed close to zero ala short rates, which the market will like.

IMO expect the market to rally into March 2011, then step aside.

All of the above continues to push the problems further down the track, probably years away but all the same it will come home to roost in a big away. Japan all over again