The Liquidity Flood Continues

Monday, January 3, 2011, 6:58 PM
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Happy new year, everyone!

I am slowly recovering from the intensive "weekend" that actually spanned Tue-Sat and never saw me in bed before 1:30 a.m. or after 7:00 a.m.

I am very much looking forward to a new year of seeing what the world shall bring.

As always, our commitment here is to let the data do the talking. Of course we develop theories, and even act on them, but keeping a flexible outlook is the most important attribute one can develop. Nobody knows what the future will bring, but knowing which trends are in play can offer a lot of illumination to the alert participant.

To refresh our minds, the key trends we have been following are these:


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