Naked Capitalism has the article Ilargi: The Curious Case of Missing the Market Boom.

No, global economic growth has not been ‘robust’. Stock market growth perhaps has been, but that’s only due to QE and buybacks. Still, stock markets are not the economy.

I am hoping that owning the few remaining undervalued stocks will give me some sort of cover. I am also hoping that the long history of dividend payments from these companies will not drop as precipitously as their prices. I am also hoping that the amount of cash I am holding will take me through the worst of the crash.

Beyond that, I am not going to try to time the market.