As we start 2011, it is a good time to think about the context in which we invest. Here are a few articles that are generally consistent with my thinking.
Moderately positive expectations as North America approaches 3rd year of recovery.
http://www.bloomberg.com/news/2010-12-31/wait-til-next-year-for-new-normal-as-s-p-index-gains-86-since-march-2009.html
http://www.bloomberg.com/news/2010-12-31/wait-til-next-year-for-new-normal-as-s-p-index-gains-86-since-march-2009.html
