Interesting thoughts. You have made some valid points. My only concern going forword is the debt levels the consumer has to digest,or I should say the percentage of debt;debt/income. I can only hope the comsumer continues to spend and spend more. The slash and burn stradgies of corporate restructurings will not be enough to maintain a rally of any significance if the consumer does not play his/her part.
Thanks for all you do here. It is a pleasure reading your posts.