Wednesday, January 18, 2012
Long shorted names?
YTD, most-shorted names up 5.8% vs Russell 3k's 4%.
Monday, January 2, 2012
The 5 questions of 2012
Happy 2012. 5 key questions to ponder as this year progresses:
- Will US growth be greater or less than consensus?
- How much will the Eurocrisis subtract from US growth?
- Will US housing bottom in 2012?
- Will there be Fed easing? Where?
- Will inflation be higher or lower than Fed target?
Happy trading.
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