Bespoke Roundtable Members Give Guesses for 2011

By on December 19, 2010

Twelve of the more popular financial blogs/websites agreed to share their views on the coming year and review the past year with the Bespoke Investment Group.  This is the second year BIG has sponsored a roundtable in the tradition of Barron’s and it makes for some interesting reading. 

Interestingly, every participant in the forecasting section of last year’s opinion poll was unanimous on one thing: that the long bond would be down.  Anyone who follows the market knows that long term bonds were one of the better investments up until their recent swoon.  Those who were willing to stick their necks out and come up with a forecast are again unanimous about one thing…that long bonds will be in negative territory for the coming year.

This is a very long article as BIG gets answers to 34 questions.  To print it out would take 39 pages.  Here are the predictions for the coming year (click on table for larger image):

Source: Bespoke Investment Group
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2 Comments

  1. Willem de Leeuw

    January 7, 2012 at 11:03 am

    Gosh, turns out that the 100% consensus was very, very wrong. What’s the 100% consensus this year, it might be worth betting against it.

    07-Jan-12

    • Barron Maestro

      January 9, 2012 at 12:35 am

      The Bespoke Roundtable consensus is nearly identical from last year. 100% negative on long bonds, but 100% positive on the S&P 500. This is cause for worry.

      Scroll to the bottom of this page:

      http://bespokepremium.com/roundtable/

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