Now we're talkin' greenshoots

I suspect what we're about to see here is a massive rotation from make-believe to reality. Recovery, that is. The gambling profits are about to be pulled and implemented into real economic output. This will be terrible for stocks, great for the real economy. My take is this... sell stocks, buy a real business.

I hope so, we need to get back to basics,, this lottery mentality has been broken...

Well, it's not all a bed of roses. My theory is that big investors have parked money in equities for as long as it was not at risk of actually being utilized (for capital expenditures, paying new hires, regrowing the business, etc.). Junk bonds are at an ATH. Businesses are now at risk of actually recovering. Yanking investment capital, telling those businesses "tough ti--y, go get a loan", and selling those bonds (or holding them for income) doesn't sound like a bad play to force. I expect small caps to flourish once the shake out is complete.