Back to the Future

(1) 2010 ends with “Black Swan,” a depressing movie. (2) This year’s Black Swans were mostly bullish. (3) Win some, lose some. (4) Another interesting year ahead. (5) The January Effect is coming. (6) Will “hat-size bond yields” make a comeback? (7) Seven major items that are inflating, not deflating. (8) Rents rising. (9) Leading indicators predicting a good start to the New Year. (10) “Black Swan” (+ +). NOTICE: Our Morning Briefings are now available on FactSet.