Who better has the pulse on what investors and businessmen are doing than Larry Fink, a longtime friend, who is head of Blackrock (BLK), the world's largest money manager? We were heartened to hear Larry say on the company's earnings call last week that investors are underinvested in equities; the U.S was the best positioned economy of the major industrialized nations; companies were moving their supply chain out of China as fast as possible, putting downward pressure on their economy; and it was time to put risk on. We couldn't have said it better! Matter