Predictions for 2012!
For my sixth year in a row my market predictions in no particular order for the coming year.
1. Worse performing sector in the bond market will be long duration (maturity) US Treasuries, avoid TLT.
2. Developed Europe will rebound by the end of 2012 and German equities will lead the way, own EWG.
3. Emerging Markets cannot by held down for ever, look for them to lead all broad equity markets, EEM.
4. Look for small caps to out perform mid and large camp, overweight small caps IWM at the cost of large cap.
5. Look for XLB, XLE and XLI to lead all SP 500 sectors.
6. Short duration Corporates and inflation protected Treasuries will be the top performing bonds, CSJ and TIP
7. Look for Platinum to out perform both Gold and Silver.
8. Dollar will hit new lows against most currencies except Euro. Swiss will un-peg from EURO.
9. Oil will make new all time high.
10. Equity markets will suffer until Republican candidate is selected, but will not rebound until Vice President candidate is named. Markets will rally most of the summer on a wave of Republican confidence, but will be a disaster approaching the election (September and October will be UGLY) With Obama's defeat, it will be a November and December to remember!!
Bonus prediction!!! The world will not end 12-21-2012
1. Worse performing sector in the bond market will be long duration (maturity) US Treasuries, avoid TLT.
2. Developed Europe will rebound by the end of 2012 and German equities will lead the way, own EWG.
3. Emerging Markets cannot by held down for ever, look for them to lead all broad equity markets, EEM.
4. Look for small caps to out perform mid and large camp, overweight small caps IWM at the cost of large cap.
5. Look for XLB, XLE and XLI to lead all SP 500 sectors.
6. Short duration Corporates and inflation protected Treasuries will be the top performing bonds, CSJ and TIP
7. Look for Platinum to out perform both Gold and Silver.
8. Dollar will hit new lows against most currencies except Euro. Swiss will un-peg from EURO.
9. Oil will make new all time high.
10. Equity markets will suffer until Republican candidate is selected, but will not rebound until Vice President candidate is named. Markets will rally most of the summer on a wave of Republican confidence, but will be a disaster approaching the election (September and October will be UGLY) With Obama's defeat, it will be a November and December to remember!!
Bonus prediction!!! The world will not end 12-21-2012
Posted by Bradley Fluetsch at 1/1/2012 8:22 AM 
Categories: Speculation
Tags: 2012 predictions stock bond invest retire currency dollar Euro oil gold silver
Categories: Speculation
Tags: 2012 predictions stock bond invest retire currency dollar Euro oil gold silver
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