Most frequently cited themes for 2011

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After the avalanche of forecasts for 2011, Birinyi Associates has distilled the reports into the graph below (courtesy of John Carney of CNBC). The themes are pretty much as expected but, interestingly, the most conflicted ones were developed markets vs emerging markets and large caps vs small caps. For what it’s worth, developed markets and large caps have been first out of the 2011 starting blocks.

Source: CNBC, January 10, 2011.

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