1: Never before in history have we seen such explosive growth of the middle class worldwide. This means brand new markets everywhere for everything.
2:History shows returns are much higher for a portfolio formed midway in a recession than one formed midway in a recovery.
3: Despite the market run up since March, takeovers are everywhere which means market pros are seeing good value in select companies.
4: Corporate bond yields are generous especially relative to treasuries
5: Dividends, which are responsible for half the long term return of the market, are very attractive in certain companies

Regards
Vivek