Tuesday, January 26, 2010

The Kirk Report

The Kirk Report


Themes For 2010

Posted: 26 Jan 2010 10:15 AM PST

Themes For 2010
For the past month I have been collecting posts regarding what others think are themes that we're likely to see play out in the year ahead. While most of these will probably miss the mark (they always do), you may find it of interest to see what others think we should be watching for this year. Enjoy!
  • 100 things to watch in 2010 (Open)

  • An ultimate guide to 2010 investment predictions & outlooks (PragCap)

  • The top trades of 2010 (TradingReport)

  • Financial bloggers make their 2010 projections (FasterTimes)

  • 10 questions for 2010 (GoldmanSachs)

  • Five themes for 2010 (KevinDepew)

  • Ten investment themes for 2010 (MarketFolly)

  • Seven themes that will lead to maximum profits in 2010 (MoneyMorning)

  • Top market timers give their 2010 outlooks (Barrons)

  • Top three investment themes to watch in 2010 (TradingReport)

  • Ten themes for 2010 (ToddHarrison)

  • 10 investment themes for 2010 (USAToday)

  • Byron Wien's top 10 surprise for 2010 (Big Picture)

  • James Altucher's 10 predictions for 2010 (WSJ)

  • John Mauldin's 2010 outlook (PragCap)

  • Leuthold sees volatility in 2010 (GuruInvestor)

  • Jim Cramer's themes for 2010 (TheStreet)

  • Doug Kass' predictions for 2010 (MarketFolly)

  • Richard Bernstein's 10 predictions for 2010 (BusinessInsider)

  • Ray Barro's offers themes for 2010 (GreenFaucet)

  • Final 2010 strategist predictions (Bespoke)

  • Billionaire predictions for 2010 (Forbes)

  • 5 reasons to buy bullish or bearish on the market (Globe&Mail)

  • Finance executives' top 10 risk hot spots for 2010 (CFO)

  • 10 themes for 2010 (Roubini)

  • Areas of interest for 2010 (VC)

  • Stock market outlook for 2010 (TradersNarrative)

  • 15 professors give their take on what to expect in 2010 (Minyanville)

  • Three economic forces that will determine market direction (SeekingAlpha)

  • 5 economic predictions to bank on (CharlieGasparino)

  • 4 pros on what's ahead in the next decade (CNN)

  • Strong U.S. dollar and stocks the new tandem for 2010? (CSTS)

  • What's ahead in 2010? (BloggingStocks)

  • What Obama's second year could mean for stocks (Jutia)

  • What's ahead for the economy and politics in 2010 (RobertReich)

  • Why the Fed will be sidelined in 2010 (SafeHaven)

  • The end of 2009's ultra-low interest rates is coming (MarketWatch)

  • Fed tightening? Give us a break! (MerkFunds)

  • According to Geithner, there will be no second wave crisis (CNBC)

  • We will need much more stimulus in 2010 (BusinessInsider)

  • By the time all the data confirming an economic recovery comes in, most of the easy profits have been made (Morningstar)

  • NIA's top 10 predictions for 2010 (MyValleyNews)

  • Why deflation remains the greater risk (PragCap)

  • In 2010, demand for U.S. fixed income has to increase elevenfold or else (ZeroHedge)

  • Which sector will step up and lead bulls in 2010? (MoneyMorning)

  • Grains are the preferred commoidity of 2010 (SeekingAlpha)

  • A promising future for alternative fuel trucks? (BloggingStocks)

  • Ten green energy gambles for 2010 (TradingReport)

  • Best alternative energy stocks for 2010 (IntelligentSpeculator)

  • Goldman Sachs bets on global warming (NewRepublic)

  • Tech themes for 2010 (Minyanville)

  • Ten tech predictions for 2010 (DailyFinance)

  • Freight trains make big comeback in nation's transportation network (LATimes)

  • Five retail stocks to watch in 2010 (TheStreet)

  • Casino stocks to watch (TheStreet)

  • Commodity investment expected to remain strong in early 2010 (WSJ)

  • Commodities: the comeback kid of 2010? (TheStreet)

  • Solar stocks to watch in 2010 (TheStreet)

  • Dry bulk stocks to watch (TheStreet)

  • Go long cloud computing (Barrons)

  • Quest for 10-baggers in bioheath in 2010 (BioHealthInvestor)

  • We find ourselves at one of those relatively rare moments in history when major power shifts become visible to all (Huffington)

  • This decade will tip the economy to the east (TimesOnline)

  • Six surging countries you must pay attention to this decade (BusinessInsider)

  • Latin America will have killer growth in 2010 (BusinessInsider)

  • The best contrarian bet for 2010 could be Japan (PragCap)

  • Byron Wien says growth makes Japanese stocks best investment (Bloomberg)

  • BlackRock's doll favors emerging economies (Bloomberg)

  • 2010: the year to focus on sovereign debt (BigPicture)

  • Grandmasters & global growth (ProjectSyndicate)

  • 2010: the year of the dividend? (Fox)

  • The Dogs of the Dow to make a comeback in 2010 (Barrons)

  • Eight Predictions for 2010 (DailyOptionsReport)

  • Higher taxes ahead for some (MarketWatch)

  • Volatility to stablize in 2010? (Reuters)

  • 9 mutual fund and ETF predictions for 2010 (ETFTrends)

  • Bad news ahead for mutual fund investors (MarketWatch)

  • More and more traders will switch to trading nothing but ETFs (VIX&More)

  • 10 predictions in online finance for 2010 (NewRulesOfInvesting)

  • Global financial regulation overhaul expected in 2010 (CNBC)

  • The need for speed is going to be one of the big themes of the year (FT)

  • 5 entrepreneurship trends to watch out for in 2010 (Open)

  • 20 unpredictions for 2010 (ReformedBroker)

  • 7 things we hope will come true in 2010 (GigaOm)

  • Investment forecasts: known unknowns (The Psy-Fi Blog)

  • Predictions & resolutions For 2010 (FinancialSamurai)

  • Here's 20 things that definitely won't happen in 2010 (BusinessInsider)

  • Spoof predictions for 2010 and beyond (Huffington)

  • "I never make a prediction that can be proved wrong within 24 hours." - Louis Rukeyser

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