Five Themes You Need to Know for 2007: The Final Report Card

By Kevin Depew  JAN 02, 2008 10:30 AM

What you needed to know (and what it meant)!


Kevin Depew's daily Five Things You Need to Know to stay ahead of the pack on Wall Street:

With 2007 now officially in the books, today we take an unvarnished look back at our Five Themes for the year and grade the results.  Look for Five Themes for 2008 tomorrow.

1.  U.S. Dollar

In 2007 the U.S. dollar will rise. 

2.  Personal Savings

The Personal Savings Rate will rise in 2007.

3.  Protectionism

Expect Protectionist policies to worm their way to the top in Washington.

4.  Deflation

Look for deflation to become a key theme by the end of the year in 2007.



5.  A Tale of Two Standards of Living

"It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity," wrote Charles Dickens in "A Tale of Two Cities."   Man, is it just me or does that sentence resonate loudly today? 

Overall GPA: 2.8 
Hey, that's way better than college.  Maybe we're learning something after all.

No positions in stocks mentioned.

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