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« Revisiting 2009: Preserving Wealth and Creating Wealth | Main | Weighing the Week Ahead: Evaluating Risks »

December 09, 2010



I agree with your conclusion that higher bond yields in the coming year would indeed be a positive for stocks. I just don't think we are going to get those higher yields. I think that the deflationary forces are much too strong for the failed reflationary strategies being pursued.


Paul -- I haven't yet seen the UBS 2011 report, but I'll read it with interest.

Thanks for your encouragement:)


Paul Nunes

I enjoyed and was enlightened by your articles on this! Nicely done and thank you for the effort. I received a copy of the UBS 2011 strategy report and I will read with your points in mund.

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