Zeev's Turnips Patch-No Politics (ZEEV)

[TJ Parker]

They will pull all the stops including ...

but then, this is all in nobody's interest unless they believe it leads to a sustainable recovery.

cliggott was on cnbc today making some good (bearish) points, including the observation that the various fiscal stimuli we're seeing were coordinated to hit now (tax cuts, mortgage refi peak). to that, i'd add a (failed) attempt to get oil prices down. he sees this becoming more obvious over the next few months (and, of course, new lows - but not this year; within the next two years).