A Look Ahead at 2010 by 3 Superior Investment Thinkers
Required reading: Mohamed El-Erian, Mark Faber and Stephen Roach on the prospects for the world economy and asset markets in 2010. I happen to agree with almost everything in this piece:
A Look Ahead to 2010, Financial Times, Jan 4, 2010 http://tinyurl.com/ya6w2bs
On another note, for those who are interested in following/ commenting on my analysis on a different platform, I can now be found on Twitter.
Alex Dumortier, CFA