Believe that the weak dollar means strong stocks? If so, it's time to buy

Right now, about $360 billion is sitting in money market funds. But surely some of it must be looking at the 62% rise in the S&P 500 since the March 6 low and wondering whether it should go into stocks. Unfortunately, investors holding that cash have no easy answer: There doesn't appear to be any logical explanation for why stocks go up and down -- even though plenty of theories are advanced every day.

One theory gaining credence these days says the weak dollar is pushing up stocks. If you think this theory has any credence, then you should invest in stocks for at least the next two years. Before getting into why this could make sense, remember that many theories get used to explain stock price movements.