Because of my Twitter handle these days – first ‘Tiny Bubbles’ and now ‘Frothy McBubbles’ I am getting asked a lot about ‘How This Ends’?

I don’t really know.

Today, Fred Wilson had a post titled ‘How This Ends‘ and I thought it was a good textbook explanation. It is a quick read.

Fred says we are not close to the end of the easy money era.

I am that ‘guy’ who sure loves checking his account during this era of easy money…so thanks FRED and thanks FED.

My sense is that Fred is right, but oh man the other side of all this new stock supply is going to be painful.