Other Predictions

With a new year, predictions are always interesting.  Since I like to wait for the first two weeks of the year to fall in place before making mine, maybe a little cheating, I would like to suggest the following blog post by one of my favorite contrarian people, Doug Kass of Seabreeze Partners.

http://www.minyanville.com/businessmarkets/articles/thestreet-china-india-black-swans-byron/12/28/2010/id/31902

I would also suggest that one take a look at other analysts comments, people we follow, John Mauldin and John Hussmann.

The New Year starts off with the one sided QE2 trade being the dominant factor.  More in coming days.