Asset reflation

Since I trade US stocks, I follow a lot of economic blogs. This blogger from Credit Writedowns has turned bullish based on the just released ISM manufacturing report. A little bit long but worth the reading.

The current investment theme is asset reflation. As Marc Faber has said, "you gotta be stupid by not making money when the government is throwing it at you" (can't find the link, but I really heard it from one of his interview).