While investors debate about investment prospects (see http://futurerating.blogspot.com/2011/01/vc-prospects-outlook.html

most relevant is the argument of money.

U.S. companies had cumulative cash holdings of about $1 trillion

http://futurerating.blogspot.com/2011/01/investors-concerns-and-cash-arguement.html

I believe that excess liquidity would take his own!