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  • Why the Dow Is Headed to 6000 [View article]
    I say the S&P will be back to 1100 by Q1 next year for the following reasons: (no particular order).

    1. Stimulus will be kicking in earnest later this year.
    2. Domestic demand from emerging market. (this is huge - China +India will be twice the size of the US by 2020).
    3. Inflation will start to take hold.
    4. Business conditions continue to improve www.philadelphiafed.or.../
    5. Forward P/E's will come in greater focus and comps will start looking good.
    6. Exports will start to boom (mainly to emerging markets)
    7. Replacement demand from durable goods / auto's will kick in earnest,
    8. Housing will stop falling.

    I could go on. While we are not going to go to S&P 1500 anytime soon I refuse to fall into the trap of pessimism.

    Cheers.
    Jul 01 14:02 pm |Rating: +2 -7 |Link to Comment
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