Thursday, April 8, 2010

The fairy tale of GOLDILOCKS

Once upon a time confidence returned to the MUTUAL FUND Retail Investor and he started investing again in a Markets that seemed safe again...

...therefore he liquidated his LIQUIDITY GOVERNMENT "ULTRA-SAFE"'s at a lightening speed....
....to also invest into corporate risk again hoping that the bottom is in and that all those good corporate names would start investing into capex again and find all the credit they needed in the structured ABS and/ or the short term CP Market...
...or directly in the BANK CREDIT MARKET, now that the Banks lend again to consumers...
...and Corporates.
Let's all pray and hope for the happy end.

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