The global ponzi scheme in equities over the last year will...

The global ponzi scheme in equities over the last year will unravel if the US stops printing money. Quantitative easing ends in March and I reckon many in the market assumed another round of money printing was to occur after that. I now think it's politically untenable for Obama to continue to prop up all assets through debasement of the dollar.

The rally coincided with QE and will end when QE ends. It has nothing to do with economic recovery or sound fundamentals. QE ends and the shorts myself included will bring down this ponzi scheme with vengeance.