An Argument for Not Waiting for Things to Get Better

Here is a useful additional perspective (and a great investment anecdote) on what I've been saying about my bullishness. Obama is not Allende, but stocks are stuck in the mud because of him and the Pelosicrats, that much is for sure. But the cavalry is coming...at least some form of cavalry, hopefully. There are untold trillions on corporate balance sheets. The right mix of policies could unleash that capital setting in motion years of economic growth. I am not just long, but levered long.