What we saw at the end of 2011 was an environment where an investor’s sound strategy began to win out over the masses…

Market players began to disregard all the premature “good news” coming from Europe and started making better investment decisions.

At the beginning, they were bullish on any positive news, and then funneled all their money into Treasuries – with a return of around 2% – when that “good news” turned out to be less than credible.