Watching out for Number 1

It is obvious that in an artificial market controlled by the Fed, like we have seen since September 2012, that the thing to do was invest in the big Corporations and big Private Equity firms as they take over a bigger and bigger slice of the American Pie.  How long and far can this go, maybe until the 2nd Quarter GDP report, which combines output and consumption of both the big guys and the little guys, confirms weak overall numbers.

Leave a Reply

Your email address will not be published. Required fields are marked *

4 × 5 =