I guess you will have read this ctindale:
http://www.telegraph.co.uk/finance/comment/ambroseevans_pritchard/6927923/Global-bear-rally-of-2009-will-end-as-Japans-hyperinflation-rips-economy-to-pieces.html
His call for 2010 is much the same as yours and like you he gets it together with a great global perspective
Wish I could say happy new year (:
so we now have PHK (USD debt below investment grade - had to look it up) and DPO (a Dow 30 fund) tanking - thanks ? verytricky was it - to add to the storm warnings of USD funds and market sentiment indicators (as in everyone is bullish for equities) - can't say we haven't been all warned!
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