A lot more equities companies poised to make money in 2010

The rally in equities that began in March this year has been a rational reaction to the Fed's policy of ultra-low interest rates and asset buybacks.

With recent rhetoric suggesting these measures are going to stay in place until at least March 2010, there is probably more to come from equities. Valuations remain in reasonable territory, the economy is slowly improving and there are plenty of companies that will be able to make money in 2010. But what happens when the Fed begins to withdraw its stimulus? Investors have sporadically worried about this in recent months but have always managed to push their concerns aside. At some point, the reality will loom so large it can no longer be avoided. The warning sign may come from the tre...