Bespoke Investment Group, a popular and valued source of investment research, has a new post with the results of a virtual roundtable featuring twelve popular financial bloggers. It is a great idea, and I appreciate the opportunity to participate.
They did a wonderful job, starting with an interesting list of questions. I am enjoying reading the answers of my blogging colleagues. It is a nice range of opinion. The question format seemed to get each of us onto themes a bit different from our regular posts.
To get some specific investing ideas, you should read the individual responses as well as the summary article.
Here is a segment from the article, just to get started.
At the end of each year, the big financial media outlets typically conduct roundtables to get outlooks from key players in the financial markets. Over the past few years, the individuals that run the best financial blogs and websites have become key players in their own rights, and their opinions are highly regarded by millions of loyal readers. This year, we decided to conduct our own roundtable with some of the major names in the online financial community, and it's all available for free to anyone with Internet access!
Twelve of the most popular financial blogs/websites agreed to participate in the roundtable. Each participant was asked to respond to the same 25 questions regarding their 2010 outlooks as well as their take on 2009. The responses we got were incredibly insightful, and they should really help investors form their own opinions on what is to come for financial markets in the year ahead.
Below is a list of our roundtable participants. We have created a page for each of them that has all of their responses, and we encourage you to visit their websites as well if you haven't already done so.
A Dash of Insight - 2010 Bespoke Roundtable Q&A
Crossing Wall Street - 2010 Bespoke Roundtable Q&A
Financial Armageddon - 2010 Bespoke Roundtable Q&A
Footnoted.org - 2010 Bespoke Roundtable Q&A
Paul Kedrosky's Infectious Greed - 2010 Bespoke Roundtable Q&A
Investment Postcards - 2010 Bespoke Roundtable Q&A
The Kirk Report - 2010 Bespoke Roundtable Q&A
Random Roger - 2010 Bespoke Roundtable Q&A
The Reformed Broker - 2010 Bespoke Roundtable Q&A
VIX and More - 2010 Bespoke Roundtable Q&A
Wall St. Cheat Sheet - 2010 Bespoke Roundtable Q&A
World Beta - 2010 Bespoke Roundtable Q&A
To start off the roundtable, we've created a matrix highlighting prognostications for various asset classes in 2010. Not all participants took part in this section of the Q&A, but the ones that did are included in the matrix below. As shown, the consensus view is that the S&P 500 will be up in 2010, bonds will be down, oil will be up, the dollar will be up, US home prices will be up, and China's stock market will be up. The projection for gold was split. Please visit the individual Q&A pages (links above) to view each participant's projections along with price targets where applicable.
Below we provide various responses to each of the 25 questions. Remember that there is a Q&A page for each participant that shows all of their responses as well. The links are posted next to each participant's name above. Enjoy!