Wednesday, January 20, 2010

Short List

Abigail Chase: "You're treasure hunters, aren't you?"
Ben Gates: "We're more like treasure protectors."
--National Treasure

In the interest of seeing both sides of the trade, I like to read a variety of market commentary. However, there is a short list of viewpoints that I really hold close to the vest. They've won my respect because of their abilitiy to articulate well reasoned and independent stream of thought.

Here is my perception of where some of these folks currently stand w.r.t multi-year outlook for domestic stocks, and their inflationary or deflationary bias.

Bill Fleckenstein -- agnostic to bearish (inflation)
John Mauldin -- bearish (deflation)
Jim Rodgers -- bearish (inflation)
Mike Shedlock -- bearish (deflation)
Mr Practical -- bearish (deflation)
Peter Atwater -- bearish (deflation)
Todd Harrison -- bearish (deflation)

No comments: