But how many times we were facing such a complicated situation like now? How many times was half of the Europe over 100 % with debt/GDP, how many times had USA such a high debts with such a high unemployment? How many times you were talking about investing and facing real state bankrupts in such countries like Spain, Italy, Greece. And if you consider that it was euro as a currency that mainly was behind the GDP growth in Errope in last 10 years, it can get pretty ugly.
Just my opinion. I know you will say that we have Chinese sector here but do you really think that it doesnt matter? I wouldnt bet on it.
You may be right, now is the time to load, thats the different view on stocks I just dont see it that way, not considering the stuff around and not after 100-200 % rise in a year on developing markets.
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