What to watch as we wait for the double-dip recession

Prieur du Plessis points to an excellent clear summary of why we will NOT have a double dip recession.

And he identifies what I am watching as we hold our breath for the next bubble to burst. I want to know where all the free cash sitting in big companies is going to go.

Where is the next increase in productivity? Which are the vibrant interesting sectors that we want to be in?