June 2011 - Barron's Roundtable Midyear
Stock and commodities markets including precious metals will head lower the next three to six months. Defer any new buying until the SP500 has corrected by 15% rom its late April high. The inflation theme of three months ago - buying oil , copper, tech, cyclicals is over. Investors will be better off now in consumer staples and health-care stocks.
January 2011 - Barron's Roundtable
Japanese stocks could surprise to the upside in 2011 with a weakening yen:
NTT DoCoMo/DCM 17.11
Mitsubishi UFJ Financial/MTU 5.31
Oslo Bors/OSLO.Norway 77 NOK Ylds 10%
Market Vectors Gulf States Index/MES 24.13 will rise if oil prices rise
December 2010 - Bloomberg
US 10-year Treasuries will rise to 5%
US equity markets will outperform emerging markets in the short term
March 2010 - Barron's
SP500 could make a new high around 1150-1200, then correct 20%.
This decline in the market will be the catalyst to turn negative on the USD (ie, further declines vs other currencies).
States will default.
Monetization is inevitable (central bank printing presses ON, causing inflation eventually, with further devaluation of USD - within 10 yrs USD dollar will be only worth 50% of current value in regards to purchasing power).