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He said he will be looking out for comments on Europe and China from companies reporting earnings this week. Any sign that European demand is not imploding would be positive.
He also commented on JPMorgan (JPM) trade and said that these big banks are not too big to fail (TBTF) but they are too big to manage (TBTM).
He also said that he will put his bets on equities rather than investing in Treasuries for the sake of safety.
He also thinks that Fed chief Bernanke will remain non-committal about the likelihood of further QE when he heads to congress to deliver his semi-annual report.
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