By Peter Switzer, Switzer Super Report

There's a guy who comes on a TV show ? not mine! ? a few times a year and he always tells the viewers that all this debt that's driving stocks will end in tears.

Significantly, he is always dressed in black and if anyone had listened to him they would have missed the 80% plus that someone could have pocketed if their portfolio of stocks at least matched the capital gain and dividends of the S&P/ASX 200 index, since March 2009.

That's a sound, sad reason to be wearing black!

The irony is all booms, which we are now in, end in a crash or major sell-off, along with a recession ? it's a cycle. And this one will end too, but it could go for a long time before it does, and I see it as my and my team's job to ring the bell before the market crashes.

This is particularly relevant as the worst two months of all loom ? September for the Yanks and October for us. And after a great lead up this year for stocks, a sell-off would be understandable, especially when tapering of QE3 talk is around.

Great expectations

Recently, the experts all thought it would be September that tapering would start, and a market slide was expected, but the Fed boss, Ben Bernanke, has virtually told market gurus "not so fast".

In his mind, tapering starts when the economy is really strong. As a consequence, the sell-off will be small, because the bargain hunters will snap up stocks that will benefit from a stronger US economy, which will be the reason for the tapering and then the end of QE3.

The related sell-off, which I think will be smaller because Bernanke is delaying it until the time is right, will create a buying opportunity.

But this is just one BIG factor for sticking to stocks. Here are a few more:

  • Over the weekend, the G20 signed up for policies to boost the world economy, with austerity on the outer and even Germany kept its mouth shut on the subject. "Growth and creating jobs remains our priority," the G20 finance ministers said in their communiqu