Today is just the beginning!

The table is now set for a fierce rally. It’s time to claim your spot at the feast or get left behind.

A Bazooka Solution

The world’s major central banks (the U.S. Federal Reserve, the European Central Bank, the Bank of Japan, and the central banks of the United Kingdom, Switzerland and Canada) surprised the market with an united move to make more dollars available more cheaply to banks facing a credit crunch thanks to the ongoing European sovereign debt crisis.

This emergency move is a clear signal to the world that they will do whatever it takes to deal with the crisis and stop it from turning into a global contagion.

Finally! The markets have been desperate for a bazooka-like solution to the European crisis. After months of ineffective half-measures and baby steps, we finally have one. This is a bold, decisive move that will restore investor confidence.

Taken by itself, this announcement is huge, causing the market to soar 490 points today.

But it’s not the only reason we’re about to enjoy a whopper of a Santa rally that I expect to steamroll into 2012.

YOU ARE RUNNING OUT OF TIME to get yourself positioned to profit from the coming year-end rally that will continue into 2012 and take us all the way to Dow 13,000.

8 More Resons We’re Ready to Rally

1. Consumers are back.  A record-breaking Black Friday weekend left no doubt. Consumers spent $52.4 billion, up 16% from last year. With the U.S. savings rate dropping to its lowest since 2007 as consumers continue to open up their wallets, all signs point to continued spending growth in 2012. 
   
   
2. Positive signs in the jobs market.  Today’s numbers show the job market is firming up. Private sector payrolls surged, adding 206,000 jobs in November—much higher than expected.

   That’s on the heels of other positive signs like the lowest jobless claims in 7 months and the highest number of posted job openings in three years.

   Believe me, I’m not wearing any rose-colored glasses here—high unemployment will remain a stubborn problem in 2012. BUT, employment is always one of the last areas to recover after a recession. 
   

3. The double dip is dead—let it rest in peace. We’ve now had nine consecutive quarters of GDP growth. Growth might be anemic, but it is steady, consistent growth. Business activity expanded at the fastest rate in seven months according to the latest ISM (Institute for Supply Management-Chicago) numbers.

   A very solid third-quarter earnings season also puts fears about weak corporate earnings to rest. 90% of all companies met or beat expectations.

   Those folks who continued to wait on the sidelines for the other shoe to drop missed out on last year’s market run, and will miss out again on the gains ahead. Don’t be one of them!

4. Window dressing is here.  The Macy’s store windows aren’t the only ones getting a makeover for the holidays. Many mutual funds and brokers have had a simply terrible year. They now have just a few weeks left for end of the year “window dressing”—moves made specifically to beef up their performance for the year. 
   
   
5. Inflation is falling.  Heating oil is down 6%, gas is down 2.4% and food prices, after a vicious 5% jump over the last year, are stabilizing. Less money spent on food, gas and energy equals more money to spend other ways. That’s part of the reason why…
   
   
6. The Treasury rally is over.  The billions of dollars that flocked to Treasuries during the last two years will have to go somewhere as investors look to redeploy that cash… and that will be good for the market over the next 3 months.
   
   
7. Private equity tsunami ahead.  Private equity firms like BlackRock, Apollo and KKR are sitting on almost one TRILLION dollars of unspent capital. $204 billion of that money is sitting in funds that will need to invest the money in the year ahead or ask clients for an extension (something they don’t like to do). The billions that pour into the market in the coming months will give stocks another big shot of adrenaline.

   We’ve already seen a steady drumbeat of merger and acquisition activity from cash-rich corporations. Now the private equity money is about to flow as well.

8. It’s an election year.  Since 1948, markets have gained every single year in which a sitting President was running for re-election. In the 14 elections since 1928 that involved a sitting President, the S& P 500 has jumped an average of 14.6%.

But just in case you’re still not convinced, let me remind you what happened one year ago…