Tomorrow is the big day. Investors are on the edges of their seats, waiting to find out what the Fed will do. Taper? No taper? Or maybe it will taper on the tapering off? Our guess is the Fed will not commit to a serious program of reducing its support to the bond, equity and housing markets. It’s too dangerous. Ben Bernanke – the man who didn’t see the housing crash coming – won’t want to see the stock market collapse just before he leaves office. He’ll want to go out on a high note… and that means guaranteeing more liquidity.