Global Macro-Investing (with a twist)
Links and Outlook
Blog Summary Widget
Medium-Term Outlook
12 Month Time horizon.
Conviction Bullish to Conviction Bearish
Treasuries (10 yr) -
(Bull Since: 11/01/09)
US Dollar -
(Ntrl Since: 7/05/09)
Commodities -
(Bear since: 11/01/09)
Emerging Markets -
(Bear since: (11/01/09)
Developed Mkts -
(Bear since: 5/16/10)
Consumer Disc. -
(Bear since: 4/30/10)
Financials -
(Bear Since: 3/15/2010)
Real Estate -
(Bear Since: 11/01/09)
My Daily Reading
The
Market Radar -------------
(Headwinds)
Stimulus Withdrawal
State and Local Gov’t Budget Squeeze
Greece/PIIGS Sovereign Debt Contagion
China/US Currency Confrontation
Iran/Israel
(Tailwinds)
Business Investment
Manufacturing Strength
Consumer Strength
Job Creation
Low Interest Rates
(Events)
Mid Term Elections
Bush Tax Cuts
