Final blog before XMAS,. Enjoy.
My Miyanville 10 out-of-the-box ideas for 2011
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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
Economists
Links
- 10 y. Yield w. Williams
- 10/21 m.a SPX
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- 55/200 m.a SPX
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- Advance Decline + SPX
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- BRIC & SPX 1 year
- CDS America
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- Charlie Rose
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- Dow Theory Letters
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- FED St. Lois
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- Germany 10 yrs
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- Highbeam Research
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- Leading Indicator (true)
- Libor - OIS spread Bloomberg
- LPL Current Condtions - Wednesdays
- Market Harmonics
- Mean Reversion / Cycles
- New highs- New lows ratio & SPX
- Oil w. MFI & RSI
- Oil w. williams, kelltner
- PBS
- S&P Sovereign Ratings
- Sound bite from May 6th 2010
- SPY w. 52 weeks AVG
- SPY w. MFI 7/35/200
- SPY w. Williams
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2010
(124)
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December
(15)
- Baltic dry at low for the year & S&P on the high...
- 10 Truly Outrageous Market Predictions for 2011
- If you only do one thing today - make sure it is t...
- Model update - momentum
- Must Watch: Stockman Explains To Ratigan How In Th...
- The Circular world continues towards the endgame.
- Still Digging & why we are final phase of this S&P...
- Silver - im concerned..
- There is only one headline worth my time this morn...
- Outlook 2011 Macro
- Europe’s leaders at odds over bond plan
- Ben Bernanke on drugs... he has lost it!
- Report: China to tighten monetary policy in 2011
- Bundesbank still sit at the head of the table?
- The Blame game is on: Germany vs PIIGS
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December
(15)
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