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Forecasts

Forecast 2011: Better than Muddle Through

Guest Author Jan 18, 2011

This is the first of a two-part economic forecast by John Mauldin published on 8 Jan and 15 Jan 2011. The second part will appear shortly. In this issue: How Did We Do on 2010? Russia and the Roots of World Inflation The US…

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Cautiously Optimistic Into 2011

Edward Harrison Jan 12, 2011

It's high time I laid my cards on the table about 2011. I have hinted around my view in previous posts, promising to spell it out in detail. So, here it is: I am cautiously optimistic on the US and global economy for 2011. Let me explain…

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Mark Hulbert: The Market Has Risen Every Third Year of a Presidential Cycle Since 1932

Edward Harrison Jan 5, 2011

"Whatever political party holds the white house wants to get re-elected. So it's going to do whatever it can to make the economy look good on election day" -Mark Hulbert This is how I see things as well. The question, of…

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Byron Wien’s Ten Surprises for 2011

Edward Harrison Jan 3, 2011

I have just finished reviewing Byron Wien's Ten Surprises for 2010. Now, I present you Byron Wien's Ten Surprises for 2011. He is bullish again. Enjoy. -Byron R. Wien, Vice Chairman, Blackstone Advisory Partners, today issued his…

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Reviewing Byron Wien’s Ten Surprises for 2010

Edward Harrison Jan 3, 2011

Byron Wien had a stellar record in 2009, accurately predicting the effect of a rather robust second half recovery across a broad range of markets. However, Byron Wien's Ten Surprises for 2010 were well off the mark. Before we review I will…

Economic Themes at the Start of 2011

Marc Chandler Jan 3, 2011

BBH's currency strategy team reviews the major economic issues in the four investing regions of note: the US, Europe, China and other Emerging Markets. In the US growth is accelerating. In Europe, the economy struggles with a sovereign debt…

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Saxo Bank: ten outrageous predictions for 2011

Edward Harrison Dec 21, 2010

This is the third year I have featured the Danish Saxo Bank's outrageous predictions list. They are meant to be true outliers and not actual predictions, so don't expect them to hit 10 for 10 or even 7 for 10. The point of the list is to…

Random Shots – 2011 Musings Edition

Claus Vistesen Dec 14, 2010

by Claus Vistesen (work in progress, but I thought that I would publish it thus far, stay tuned for more additions) I did have some plans to do a series of post to give a brief overview of my main macro and trade themes for 2011, but time…

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Reading the Tea Leaves

Annaly Salvos Dec 14, 2010

by Annaly Capital Management Today’s “must read” comes courtesy of Professor Jeremy Siegel of Wharton Business School and “Stocks For the Long Run” fame. His Wall Street Journal op-ed, titled “The Fed’s Policy Is Working,” can be read…

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Rosenberg: Ten Investment Themes for 2011

Guest Author Dec 13, 2010

The following is an excerpt from David Rosenberg's recent Lunch with Dave daily research piece highlighting Ten Themes for 2011. These themes are quite a bit different than the ones we highlighted just days ago from former colleague Richard…

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