Picks for 2012

[Zouji]

Yea, you know the market is at highest levels since the 2008 bubble pop. While the results of jobs looks good, and I bet we see 7.x in a couple months.

But I think its odd that over all the economy isn't great, yet market levels are at bubble busting levels. If there is no bad news, I'm thinking there is still going to be be some sort of a sell off. If for no other reason then taking profit. However we might see people jump into the market as well. A lot of money on the sidelines still. Which is even more strange when you try to understand the market levels.Are

I think Greece will fold out of the euro, but I also think that is priced in.

Iran might be the next bad news. They are getting verbal.

There the that I don't see what the next bad news might be?????

It Still bothers me though that the market is not reflecting the overall economy?

The student loan bubble will burst soon. Education is way overpriced in this country. A lot of graduating students can't pay their $100,000+ student loans. Unlike a home though, they can't just default and remove the debt.

That and the EU is having a job imbalance. Germany is hiring more workers while the workforce and the jobs available in other EU countries (Spain & Italy) are shrinking. High debt + shrinking jobs/wages = bad stuff. The EU might dissolve. Or it might come out of this mess unified and stronger. I highly doubt that they will emerge stronger though. Either way the EU is far from being economically stable as a whole. They might get some giant loans from China, but that won't solve their problems.

A lot of corporations have been showing strong profits though. I honestly think the Dow and NASDAQ are just gonna bounce around, but grow some throughout the year. That is as long as corporate profits remain high. If they drop then the market is fucked.