Latest ramblings form the Janus Capital man

  • Prepare for renewed QE from the Fed
  • The only alternative is an extended recession
  • Says we're approaching the point of no return with negative interest rates and QE buys of corp bonds and stocks
  • Sees Helicopter money as the next step in stimulus efforts
  • Interest rates will stay low for longer
  • Asset prices will remain artificially high

Any arguments with his thoughts?