My plan for 2010 is to be revive the monthly issuance of my newsletter and I’m officially off to a rolling start.
Although a somewhat depressing title for what is my “Happy New Year” edition, I wanted to express my concern over the macro direction of the economy by titling it:
“The Doomsday Scenario”
If you are on my mailing list to receive the newsletter, it is being sent out as I write this blog post. It’s only 9:00 a.m. and I already have a lovely response from a gentleman in the Netherlands with a succinct summary of my message of “Man what a load of sh**”. Always nice to hear from my fans in Europe.
Nonetheless, if you are not on my mailing list, you can view it on the website at the below link and if you’d like to be added to my subscribers simply email me your address at mike@afs-seminars.com
http://www.afs-seminars.com/newsletter_Jan_2010.html
Also, I will be a guest once again on “The Naked Short Club” out of London tonight at 4:00 p.m. New York Time and you can tune in via the Internet at this link:
As usual, the guests are all members of the hedge fund industry and tonight’s topics will range from what’s been going on in Davos, new regulations on banks, the outlook for the global markets and the economies and Lord knows what else might come up. It’s always a bright and lively group and I truly enjoy my appearances on the show.
And finally, although the market appears to be prepared for a bit of bounce this morning, I think we are preparing (FINALLY!!) for the move downward and I wouldn’t be surprised if this is a substantial move lower.