2011 investment trends, from various sources. Most are bullish to wildly bullish on small cap, energy, agriculture and tech sectors. Saxo Bank says nat gas will be up 50%!!
Most see outperformance in the small cap sector, higher energy prices across the board (gas, oil, coal), higher grain prices (especially corn, soy, and wheat), very attractive economics in the energy and ag sectors, more merger and acquisition activity which helps put a floor under stock prices, and substantial share buybacks supporting shareholder value.
See Dec 26th post
http://www.lsgifund.com/index_files/Page960.htm
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