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In 2011 we will see:
1. Higher rates, the i-rate cycle turned in Q4. Marginal capital cost increasing as the tower of debt gets stacked higher and higher
2. EU will move either towards fiscal integration or final phase
3. One EU country will go to volentary bankruptcy
4. Major correction in S&P in Q1 - minimum: 1000,00
5. USDJPY goes to 80.00 then 75.00
6. Growth collapses in Q2-2011
7. Market is down 25% not up 25% end of year - the present consensus (December 2010) is 85% of all analyst seeing better 2011)
8. Gold goes to 3.000
9. EURUSD goes to 1.1000, then 1.0000
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2011 CALLS (December 16th 2010)
In 2011 we will see:
1. Higher rates, the i-rate cycle turned in Q4. Marginal capital cost increasing as the tower of debt gets stacked higher and higher
2. EU will move either towards fiscal integration or final phase
3. One EU country will go to volentary bankruptcy
4. Major correction in S&P in Q1 - minimum: 1000,00
5. USDJPY goes to 80.00 then 75.00
6. Growth collapses in Q2-2011
7. Market is down 25% not up 25% end of year - the present consensus (December 2010) is 85% of all analyst seeing better 2011)
8. Gold goes to 3.000
9. EURUSD goes to 1.1000, then 1.0000
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2010
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May
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- TGIF
- High intraday volatility indicates? Humble pie bei...
- David Harvey- The Crises of Capitalism - May 6 spe...
- Too bearish?
- Weekly Investment meeting (May 25th 2010)
- ALERT ALERT - Italy vs. Germany blows out to post ...
- Bear vs. Bull
- Quick Friday comment.....
- Market is now in PANIC MODE - EXTREME CAUTION NEEDED
- Self-doubt and markets
- What you NEED to know about Trichet!!!!!
- Pure panic in Germany & the US is not far behind....
- The waiting game is back on....
- Tempatations....Temptations.....the beauty of FIAT...
- Chart & Model updates.... Doom-and-gloom tracker b...
- Trying something new: Facts. Macro
- What has not changed will lead us to the global lo...
- ...so what changed this week-end?
- The more we change the more we stay the same....Macro
- MAJOR ALERT - GAP RISK Monday
- JPY is the only "true" measure of risk...
- Europe got two major problems now - last week it o...
- Bunds higher than in March 2009! Major warning sig...
- Liquidty, liquidity, liquidity
- The Greek wedding turns into ugly divorce?
- McCarthy, Drexel, Goldman and a distant 4th Greece
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