Bob Doll, Chief Equity Strategist at BlackRock, one of the world’s largest asset managers,  is striking a very bullish tone in his latest strategy note.   This is the polar opposite from his former Merrill Lynch companion, David Rosenberg, who says we are not recovering (see here).  Doll says the recovery is the real deal and that you better jump on board the risk asset train before you get left behind.  He says the March 2009 lows are here to stay and the withdrawal of government stimulus will actually prove the recovery to be quite real (yours truly is a bit more skeptical)

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