Citi view on 2011?
#1
Interesting artical that looks at historical macor level trends after market crashes. Acording tot his 2011 peak will be January 3rd. Dont know if I buy it, but its interesting./ One thing that bothers me is they didnt cover the internet bubble colapse in early 2000. I wonder why.

<!-- m --><a class="postlink" href="http://seekingalpha.com/article/243517-if-citi-s-2011-prediction-is-correct-are-we-collectively-whistling-past-the-graveyard">http://seekingalpha.com/article/243517- ... -graveyard</a><!-- m -->

I do think that 2011 will be a good year (not great) but good. I think we will see the economy continue to grow. The housting market will still suck in bubble area's, but we will see growth.
Maul, the Bashing Shamie

"If you want to change the world, be that change."
--Gandhi

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#2
While I wouldn't trust a Citi analyst as far as I could throw one, I do think there is a possibility the bond market will implode or Europe will implode so it could be a nasty year. If both crises are averted, it could be a marginally good year as the market adjusts with inflation. But, when Bill Gross is talking about allowing a 10% shift into stocks on his Total Return Fund (which is 100% bonds/cash) I would be scared to death of bonds right now.
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#3
America seems to be doing better than most countries right now, unemployment notwithstanding, so combined with the fed pumping in money, I expect 2011 to be a very good year for stocks. Of course, major problems around the world (European debt crisis, war in the Koreas, etc) or here could derail that, but that's true anytime.

I'm not a big fan of these analysts that try to draw parallels between events 80 years ago and now. It seems pointless, since circumstances are always very different.
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#4
<!-- m --><a class="postlink" href="http://www.economist.com/blogs/dailychart/2010/12/sovereign_debt?fsrc=scn%2Ffb%2Fwl%2Fbl%2Fdc_dec282010&ref=nf">http://www.economist.com/blogs/dailycha ... 010&ref=nf</a><!-- m -->

Interesting economist chart on the debt risk of nations. America is still the lowest.

[Image: 20110101_WOC837.gif]
Maul, the Bashing Shamie

"If you want to change the world, be that change."
--Gandhi

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#5
Interesting...does look like the US has had the greatest percentage increase in risk. Whereas the BRIC countries (Brazil, Russia, India, China, although I don't see India there) have improved the most.
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#6
A bit curious as to how those numbers are calculated...
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#7
Jakensama Wrote:A bit curious as to how those numbers are calculated...

Yea, it doesnt really say. Just that the "Economist Intelligence Unit" did it... Sounds sort like 007...
Maul, the Bashing Shamie

"If you want to change the world, be that change."
--Gandhi

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