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« Weighing the Week Ahead: Back to Work! | Main | December Employment Report Preview »

January 04, 2012



An edge like John Paulson or Bill Gross had last year? ;-)

More seriously and foremost, a very good post Jeff. The good news is that in this information age, anyone taking a structured approach can form a reasonably well backed opinion in a fairly short period of time.

A structured approach is defined by framing the question properly, understanding key metrics and drivers, and fitting these functional components with accurate data to drive conclusions.

The main "thing", in my opinion, is to continuously challenge those approaches and conclusions -- 2011 proved more than ever that it's a fast moving world!

All that said, the Roundtable was a terrific experience to be a part of, and an excellent exercise in its own right. Sometimes it's as much about the questions as the answers? Well, with 37 asked, we are bound to at least get a few correct!

Here is to a terrific new year for us all.

My Best - Jeff Pietsch aka Market Rewind

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