Themes and Thoughts for 2011

By Todd Harrison  JAN 03, 2011 10:30 AM

A new year arrives as investors reset the clocks.

 


The best thing about the future is that it comes only one day at a time.” --Abraham Lincoln

It’s 2011 and with it, our information-overloaded environment has more than its fair share of predictions, prognostications, and projections vying for the mainstream mindshare.

I’ve actively participated in this ritual in the past, and dutifully detailed what I foresaw in 2007, 2008, 2009, and 2010. Some vibes were early, others spot on and still others missed the mark entirely, but the beauty of the Minyanville community has been our ability to talk with -- rather than at -- each other, and quite hopefully there was value in the process itself.

In the interest of full disclosure, my set-list this year has been somewhat ad-hoc as I spent my entire vacation finishing my book; and yes, that included New Years Eve, for which I must thank Jamie for her unbelievable support and understanding. And while I might have holed-up yesterday to bang it out, two terrific twins, Gavin and Mug, turn seven today and that was time well spent. Balance is a wonderful thing, but it sometimes arrives on its own schedule

Still, my mind is a raging torrent, flooded with rivulets of thought cascading into a waterfall of creative alternatives. With that in mind and in no particular order, I would like to communicate the following thoughts as I cast my gaze towards the horizon ahead:
 


With that last point in mind -- and with the Things I’ve Learned in tow -- I would like to wish each and every one of you the healthiest and happiest of new year, and continued success as we navigate this most interesting journey.

May peace be with you.

R.P.

No positions in stocks mentioned.

Todd Harrison is the founder and Chief Executive Officer of Minyanville. Prior to his current role, Mr. Harrison was President and head trader at a $400 million dollar New York-based hedge fund. Todd welcomes your comments and/or feedback at todd@minyanville.com.

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