Bespoke Roundtable of Bloggers Predictions for 2012

By on January 9, 2012

Each year Bespoke Investment Group, an excellent financial blog, hosts a roundtable (in the tradition of Barrons magazine) highlighting the opinions and investment outlooks of nine popular financial blogs/websites.  The “attendees” are subject to the same 37 questions and it makes for some interesting, if not lengthy, reading.

The participants in the roundtable were asked to provide their projections on the prospects for seven markets in the coming year.  Only six agreed to participate in this phase.  Their outlooks are highlighted in the chart below:

Bespoke Blogger Roundtable Predictions for 2012

Like last year, the participants willing to predict are unanimous that the long bond is going to produce losses.  They are also in 100% consensus that the S&P 500 will finish up.

Although this would certainly qualify as a small, unscientific sample, the consensus of this group cannot be of comfort to someone who is short bonds or long stocks.  Long-term bonds were the best performing asset class last year and the roundtable was unanimous in their negative view of them (link).

Source: Bespoke Investment Group

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