One of favourite people Andy Kessler (Andy Kessler website) written nice piece - he is one the smartest people around - READ HIM (and his books)
Wiki Andy Kessler: WIKI Andy Kessler
Nice weekend
Steen
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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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November
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- European 10 yr rates - free chart service from Blo...
- Spain may be on the edge of bankruptcy...but.... B...
- EU with its life on the line needs to do debt-swap...
- The window on historic low rates may be closing
- Crisis 2.0 coming ? US$ funding hard to get...
- What good is Wall Street? The New Yorker..& FOMC M...
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- Friday Macro update on major markets.
- Andy Kessler:What's Really Behind Bernanke's Easing?
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- The definition of insanity is doing the same thing...
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