From The Pragmatic Capitalist:

So says fund manager Lars Dijkstra of Kempen Capital Management, a Dutch money management firm. You probably don't know who Dijkstra is, but he coined the term the "great recovery" when he turned very bullish earlier this year. He now believes the odds of a W-shaped recovery are on the rise and that it is time to sell equities:

"The minute liquidity returned, we could expect a very strong economic recovery. It's a one-time move, comparable to an elastic band: if you expand it and release it, it will jump up, but before it finally stops moving there will be a lot of aftershocks."

His reason for selling? He sees...

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