It's always a pleasure to hear from Bob The Bear who's now peddling his unique brand of gloom and doom at Nomura. His key issues and outlook for 2012:
The worst of the Eurozone mess is still ahead (ECB can't fix Europe)
US mini business cycle is not the same things as a real recovery
Investors should expect QE3 from the Fed
Growth in Asia/EM continues to slow
The worst of the Eurozone mess is still ahead (ECB can't fix Europe)
US mini business cycle is not the same things as a real recovery
Investors should expect QE3 from the Fed
Growth in Asia/EM continues to slow
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