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Minyanville Underground Railroad: Ten Themes for 2010

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Below is an excerpt from Todd's column, Ten Themes for 2010, which will publish on Minyanville tomorrow morning. This is a MUR exclusive:


"A year has passed since I wrote my note. I should have known this right from the start."
--The Police

2009 will forever be remembered as a tale of two tapes, a bipolar stroller that tickled the depths of despair and the height of hope.

Following a gut-wrenching decline that threatened the very survival of free-market capitalism, the government unleashed its liquidity spigot, changed the rules of engagement and manufactured the single greatest upside reversal in financial history.

As we edge into this twelve-month stretch, pundits have furiously offered fresh predictions, price targets and prophecies. While Minyanville prides itself on adapting rather than conforming, we're happy to gaze across the financial horizon and toss our hat in that ring.

We recently asked fifteen of our resident professors for forward-looking prognostications and their foresight provoked a plethora of insightful and actionable ideas. (See Dawn of the Decade)

In addition to those observations, I humbly submit ten themes that could bear fruit by the time 2011 arrives...

Click here for the full article.


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In case you missed it...

Please see some of our other recently released top content below.

A Decade in Flux: The State of the Markets
by Andrew Jeffery
This is the first part in a series examining the macro scene over the past 10 years. This article introduces us to one of the major themes of the decade: bubble blowing followed by bust.

Dawn of the Decade
by Minyanville Staff
As we start another ten-year stretch, we sat down with 15 of Minyanville's heralded professors and asked their take on the upcoming twenty-teens.

Why It's Time to Stop Picking On Apple
by Justin Rohrlich
Nokia continues to bring up lawsuits against Apple, claiming a large number of innovations were stolen from its patents. Here, we look deeper into this trend and expose some truth behind the mobile device maker's claims.
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.

The information on this website solely reflects the analysis of or opinion about the performance of securities and financial markets by the writers whose articles appear on the site. The views expressed by the writers are not necessarily the views of Minyanville Media, Inc. or members of its management. Nothing contained on the website is intended to constitute a recommendation or advice addressed to an individual investor or category of investors to purchase, sell or hold any security, or to take any action with respect to the prospective movement of the securities markets or to solicit the purchase or sale of any security. Any investment decisions must be made by the reader either individually or in consultation with his or her investment professional. Minyanville writers and staff may trade or hold positions in securities that are discussed in articles appearing on the website. Writers of articles are required to disclose whether they have a position in any stock or fund discussed in an article, but are not permitted to disclose the size or direction of the position. Nothing on this website is intended to solicit business of any kind for a writer's business or fund. Minyanville management and staff as well as contributing writers will not respond to emails or other communications requesting investment advice.

Copyright 2011 Minyanville Media, Inc. All Rights Reserved.

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