Saturday, December 25, 2010

2011 CORNUCOPIA OF SUCCESS!

WHAT ARE THE MAJOR THEMES FOR 2011?  HOW CAN WE BECOME LIKE A FINANCIAL DETECTIVE AND FIND THE 11,000% RETURNS IN THE MARKET?  These are two of our
fundamental goals for the 2011 year.  We will examine the following themes and investigate their
possible returns from these hidden structures in the market:

I. THE DOLLAR VS. EURO HAS BECOME THE NEW CLASH OF THE TITANS!  The
new deleveraged world favors the dollar over the Euro and this could become a major theme
of the period.  The international events and interest rates will declare the new winner and
we will later look at various ETF strategies to play this opportunity.

II. THE COLLAPSE OF EUROPEAN BANKS IN THE AGE OF DELEVERAGING!
The European banks have too much debt from the Club Med group (i.e. Portugal, Spain,
Greece, Italy) and Eastern Europe.  The ETF Strategies center around key plays in
this market.

III. THE GOLD AND OIL TWINS OF DEFLATION AND INFLATION.  We have a paradox
of investment twins who work differently in two enviroments and we are not sure where these
twin will outperform deflation or inflation.  These are currently commodity plays and are
not near money or real money.

IV. THE EMERGING WORLD MARKET AND RISE OF INDIA, CHINA AND BRAZIL!
This has been a constant theme for the last 5 years and may signal the rise of inflation coming
from emerging nations and flowing into the Developed World. 

V. REGIONAL BANKS AND OTHER TAKEOVER TARGETS. 
Reginonal banks should be the best play for the investment season and stay alert to
various takeover targets as the debt crisis destroys balance sheets.

VI. TECHNOLOGY AS BECOME THE PROXY FOR MANUFACTURING IN USA.
The reality is the old manufacturing is not coming back and international trade dictums
states that comparative advantage is to great to overcome by the USA.  Consequently,
technology is the NEW MANUFACTURING for the future of America.  We will experience
the need for new productivity enhancers to create opportunity and profits from
cost cutting enhancers! 

VII. THE AGING OF AMERICA AND SURPRISE WINNERS OF THIS NEW ERA!
The USA is about to lose 76 million Boomers in the next 8 years to the world of second
careers?  The boom will cause various companies to hit the jackpot!

VIII. THE AGRICULTURAL BOOM IN THE USA!
The key 15 states will hit the crops jackpot in the USA.  The emerging market with over 2 Billion
people need American food and commodities.  This be the major investment play of the year!
This will translate into fodd and other consumer staples. 

IX. THE HEALTH CARE AND RISE OF THE NEW POWER ELITE.
The health care will create a new power elite and drive the New American decade from
2011-2020.  The new power base will be centered in the Health - Parma-Technological
Complex supported by the Federal Governement.

X. THE RISE OF FACTORY BUILT HOUSING AND RENTAL APARTMENTS.
The rise of cheap homes to appeal to the X generation and Rental Apartment will become
a boom as many individuals no longer perceive homes as an investment.  This will cause
a continued decade drop in the value of homes until 2018.  The supply inbalance should
be worked out in 7 years.

XI. THE RISE OF NORTH AMERICAN ENERGY!
The need for new energy sources will begin the aggressive search for new local based energy
sources for USA.  The rise of the Canadian success story will dominate this whole market
for the next decade.

XII. THE RISE OF NEW CAREERS FOR INVESTMENT ADVISORS AND PLANNERS!
The need for professional help will continue in this field.  Many Americans will realize they
need professional help and need to work with experts in the field of retirment. Americans
will have to create a income producing series pyramid layers with treasury bonds.  The
age of deleveraging will create instant deflation and instant inflation.

XIII. THE FEDERAL RESERVE AND THE INTEREST RATE GAME!
The leading forecasters predict a continuted deflation which will enhance the role
of Treasury Bond futures.  This play can make big money if you are right and
the interest rate continue to fall. 

XIV. HEIDELBERG CEMENT AND NEW EMERGING MARKET!
The German company Heidelberg Cement is making a big play in the area of
Indonesia which translates into the rise of material investments. Companies
like Vulcan Materials (VMC) and Martin Marietta (MLM) will enter
into this new age of material growth.

No comments: