The Great Gas Debate, page-12

Theres a lot of differences... especially in terms of corporate USA balance sheets and lending quality.

One would be stupid to start throwing way good shares in US companies at present.. they are largely in good shape, with good earning.. sure some have had a great run and need to pull back.. but the underlying business quality of the companies people are now holding shares in are in good shape thanks largely to the US tax payers.. they are the ones holding the debt this time...