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Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?

To: Real Man who wrote (32917)	12/3/2010 11:19:34 AM
From: Secret_Agent_Man	Respond to of 71456

sunday night or monday night-perhaps, but most likely we just hang round here a bit---bwdik?

To: Real Man who wrote (32917)	12/3/2010 12:46:52 PM
From: DebtBomb	Respond to of 71456

Don't Sell the Rally Short -- Pros' Performance Worries Will Drive Stocks, Says Jeff Saut Posted Dec 03, 2010 12:29pm EST by Peter Gorenstein in Investing, Commodities Related: xle, ^dji, noa, anr, cwei, cve, ^gspc Stocks are selling off heading into the weekend on the heels of a disappointing jobs report. Call it a breather, not the end of the recent stock market rally, says Jeff Saut, chief investment strategist at Raymond James. The pros will continue to buy stocks this year as they attempt to make up for what he describes as "the worst year of underperformance by active managers" in his 40 years in the business, he tells Aaron in this clip. "Professional money mangers are underinvested and underperforming," and are therefore facing "performance risk, bonus risk and ultimately job risk," he says. Faced with those realities, Saut is betting on more upside into January. Near term, he recommends buying "momentum stocks that have done well and are making new highs." As for 2011, he says Washington will play a big role in the market. "If you get Barack Obama and crew moving to the center, I think the S&P [500] could go through 1300 real quick." Where are the market opportunities? Saut is still bullish on commodity and energy stocks on the back of growing emerging market demand. He recommends the following stocks: --Clayton Williams Energy --Alpha Nautral, believing in the super cycle for coal. --Cenovus Energy and North American Energy Partners, two Canadian tar sand plays, are also on his list. "It's the second-largest oil find on the planet, and the Canadians don't hate us." finance.yahoo.com