Jason Trennert’s market outlook for 2010

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Jason Trennert, chief investment strategist of Strategas Research Partners, shares his 2010 market outlook with CNBC.

Source: CNBC, December 28, 2009.

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1 comment to Jason Trennert’s market outlook for 2010

  • Stable disequilibrium! hmm I think Jason has a good grasp of what is going on. But basically he is saying watch out for inflation. Now that we have what appears to be a sustainable recovery the flow on effects of the stimulus and the basic structural problems like to much debt and not enough income will reassert themselves. Hard assets. Assets that can not easily be conjured out of thin air will make this fact become known. They will say hey if you want to exchange me for that silly stuff in your bank account I’m going to discount it value for the time it will take me to find something I want to buy with it while the central banks gets to have their evil way with it.

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