Hmm... Be v. carefll next few days... this is NOT good....
Subscribe to:
Post Comments (Atom)
skip to main |
skip to sidebar
.jpg)
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
.jpg)
Twitter updates
Tweet
Bloomberg
URGENT Daily checks
E-mail subscription
Saxo Bank FOREX
zero hedge
FT Alphaville
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
- 139 y. of stock market
- 55/200 m.a SPX
- 7/35/200 DAX
- 7/35/200 m.a SPX
- Advance Decline + SPX
- BONDS
- BRIC & SPX 1 year
- CDS America
- CDS Europe
- CDS Sovereigns
- Charlie Rose
- Commodity Overview
- Dow Theory Letters
- Dshort
- DShort 12 month model
- ECB overview (people)
- Economic Calendar
- Economic Dashboard
- EEM, CAF, FXI, SPX 1y r.
- FED St. Lois
- Fidelity
- Finviz
- FT Portfolio Link (Doom-and-gloom)
- Germany 10 yrs
- Gold (GLD) support levels
- Highbeam Research
- ITREXX
- 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
- Stockfilter
- T Theory Foundation
- Top Links
- TV
- US 10 YR Break-even rates
- US Dollar & Short term rates
- Weakest Stock Markets
- World Cup Calendar overview COOL
Posts
Blog Archive
-
▼
2011
(53)
-
▼
February
(12)
- Chart updates on major markets : EMG, Gold, Muni &...
- Normalcy bias and the new Weimar? Macro blog
- Probably non-event but remember Irish Election on ...
- Bernanke is beginning to scare me...
- RTRS-ISRAEL FOREIGN MINISTER SAYS TWO IRANIAN WARS...
- Internet inflation - again everyone is making assu...
- WSJ onto Danish bank failure from last week - the ...
- Crude at support
- Weber a game changer?
- $TYX - SharpCharts Workbench - StockCharts.com
- GLD - make or break week?
- Loan demand = velocity of money?
-
▼
February
(12)
Its been cancelled. Feeling better? :)
ReplyDelete