When Everyone Sees It, That's Your Exit Sign

Over the weekend, as I contemplated the almost sports-less month of February looming ahead, I spent some time talking to friends and associates around the country. One of the hottest topics was the Fed's decision to maintain a zero interest rate policy (ZIRP) though 2014. Incredibly, I read an article saying that, when the full Fed board was surveyed, 11 of the 17 governors thought 2015 was a better target than 2014.

The Federal Reserve's action and subsequent statements do not jibe with the talk I hear of a slowly developing economic recovery. Of even more importance is that, over the past two years, we have learned that ZIRP is very good for stocks. It provides a reason to buy the dip and invest in dividend-paying names....607 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

Read the full story and get access to the Real Money Pro trading floor.

There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.

Already a Subscriber? Please login.

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.

TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.