Richard Bernstein's 11 Predictions For 2011

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		SAI THE WIRE CLUSTERSTOCK MONEY GAME GREEN SHEET WAR ROOM LAW REVIEW LATEST VIDEO Friday, December 10, 2010 Richard Bernstein's 11 Predictions For 2011 Former Merrill strategist Richard Bernstein, now of RBA, is very bullish on the U.S. economy in 2011. U.S. stock markets are the key pick in his 2011 predictions. He also expects dollar appreciation, euro survival and a Japanese bull market. Bernstein's least favorite investment is gold. Read » Advertisement Sponsor: IDG Gomez. How to Maximize Mobile Website & Application ROI. Join this free Webinar with a leading Forrester Analyst on December 15th. Learn if you are maximizing the return on your mobile investment. Register today. Occam's Razor And The Bond Market Carnage Forgive us for practicing penny-ante philosophy, but basically Occam's Razor is the idea that the simplest solution to a question is usually correct. This is something to bear in mind as folks talk about the bond selloff.  Read » David Rosenberg Rebuts Richard Bernstein's 11 Bullish Predictions With Rosenberg being the bear and Bernstein being the bull, these two often balance one another out. In Thursday morning's note David Rosenberg had some comments on Bernstein's 11 themes for 2011.  Read » Deutsche Bank: Actually, The Wealth Effect Won't Just Help The Rich The wealth effect has been mentioned as one of the key reasons motivating the Fed to engage in quantitative easing. By utilizing monetary policy tools, The Fed thinks it can increase the price of assets like stocks and homes. Some feel the Fed is trying to increase confidence amongst consumers and, in turn, consumer spending.  Read » Gulf Economists Are Giving Up On The Dollar, Encouraging Move To Gold There's been talk for years of the GCC getting rid of its dollar-weighted currency. Now economists are proposing an simpler method: Just get rid of the dollars.  Read » Bank Of America Confirms That It's Not "Uncertainty" Hampering The Jobs Recovery The issue most troubling for CFO's when making hiring decisions right now isn't health care reform, taxes, or worries about the economic recovery. It's demand.  Read » Advertisement The 12 Gold Bugs Of Christmas Warren Buffett recently remarked that you can't value gold like an oil company or farmland, so we should forget gold and buy equities. But he misses the point! Gold doesn't produce value because it is value; in other words, gold is money. It's sad to see Mr. Buffett go to the dark side. But he's losing company when it comes to his views on gold.  Read » Why Equities Can Go Much Higher Despite The Massive Surge With stocks having been on such a tear, is there anyone left to own them? Mike O'Rourke of BTIG argues that the numbers are deceiving, and that thanks to lower (relative) volumes, there's still a lot of money that can go into equities.  Read » Did Germany Commit Euicide? Ireland and Greece are in dire straits right now in part because they joined the EU common currency, and lost monetary flexibility. Both the UK and Iceland are today in better shape because, although they have huge debt burdens, kept their own central banks. But what about the EU's core?  Read » Fed Flow Of Funds Data Shows Massive $684 Billion Fall In Value Of Real Estate The Federal Reserve released the Q3 2010 Flow of Funds report Thursday morning: Flow of Funds. According to the Fed, household net worth is now off $11 Trillion from the peak in 2007, but up $5.8 trillion from the trough in Q1 2009. The Fed estimated that the value of household real estate fell $684 billion to $16.55 trillion in Q3 2010, from $17.2 trillion in Q2 2010.  Read » Recent Emails Recent Money Game Select Issues: Thursday, December 9, 2010 Wednesday, December 8, 2010 Tuesday, December 7, 2010 Monday, December 6, 2010 Friday, December 3, 2010 Video Nomura's Chief Global Strategist Says Stocks Are About To Boom Share this email: Buzz Facebook Twitter Digg Reddit StumbleUpon The email address for your subscription is: ongrosyadi.topbloger@blogger.com Change Your Email Address | Unsubscribe | Subscribe | Subscribe to Money Game RSS Feed Business Insider. 119 Fifth Avenue, New York, NY 10003 Terms of Service | Privacy Policy

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