Sensitivity on deficits, inflation, will almost certainly shorten the duration of this recovery

So many people suffering...

So many people still being asked to sacrifice...

Things were starting to improve but only modestly, thanks to an incredibly meek response.

But now, it looks as even that tepid support is going to be taken away. Blame the deficit terrorists and the gold bugs. They've hijacked policy.

This recovery will be cut short; it's almost a certainty.

Start to lighten up on your stock holdings now as we trade to higher levels.