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8 Replies Latest reply: Mar 11, 2012 9:35 AM by LUCKIEST RSS

Outlook in 2012

LUCKIEST Master
Currently Being Moderated

LUCKIEST OUTLOOK WILL KEEPS YOU ADVISED ABOUT WHAT'S AHEAD


Each month, I will reviews the market, analyzes trends and activities, and forecasts expectations for the near term.


Here are some headlines my crystal ball and I will cover:


  • Economic Growth and Debt Deal Spur Rally
  • Difficult Quarter Creates Valuation Opportunity
  • Fundamental Strength Trumps Macro Uncertainty

  Market Resilient in Spite of Headwinds

 

Maybe the Moderators and members want to join in.

  • Re: Outlook in 2012
    CorpCons08 Master
    Currently Being Moderated

    LUCKIEST,

     

    I am confused by this thread. Are you writing an article for the community, or is there a link to somewhere on the web where you have written something?

     

    Regards,

     

    Dan

  • Re: Outlook in 2012
    LUCKIEST Master
    Currently Being Moderated

    Never Invest in Anything That Eats or Needs Repainting

  • Re: Outlook in 2012
    LUCKIEST Master
    Currently Being Moderated

    Continuing:

    The old story of famine following feast has been well known throughout history; we also describes the world we live in today.

    For more than a decade, a host of players in the real economy – households,  financial institutions,

    government – reaped the benefits from debt fueled growth.

    Consumers continued to spend even as incomes stagnated, banks enjoyed a surge in profits by leveraging up balance sheets

    and governments expanded benefits and services at an explosive pace.

     

    More to follow, LUCKIEST

  • Re: Outlook in 2012
    LUCKIEST Master
    Currently Being Moderated

    March   In addition:

    The U.S. profit picture better but hardly robust Keep in mind that support to equity markets from profits is waning.

    Fourth quarter corporate earnings season is nearly complete, with 93% of S&P 500 companies having reported results.

    Earnings growth rates remained relatively healthy during the last three months of 2011 with S&P 500

    expanding by 9-10% (year-over-year).

    But underlying trends and forward-looking guidance appear more troubling.

    4Q11 marked the first quarter in the current expansion with negative sequential earnings,

    which is particularly troubling, since the fourth quarter tends to be seasonally strong.

     

    More to follow, LUCKIEST

  • Re: Outlook in 2012
    LUCKIEST Master
    Currently Being Moderated

    Two more facts.

     

    Drivers are paying more at the pumps than they were just a few days ago.

    Gas prices rose more than 7 cents this past week and almost 50 cents since Jan 2 of this year.

     

    The job market continues to strengthen.

    Employers are slowing slowing the pace of layoffs.

     

    LUCKIEST

  • Re: Outlook in 2012
    LUCKIEST Master
    Currently Being Moderated

    Fade in China, Made in America

     

    Job gains and slowing layoffs

     

    A slower China will dent global growth, but it could give the U S a boost.

     

    LUCKIEST

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