Barron’s presented 10 “prominent” strategists’ views on the economy and 2016 market this last weekend (12/12/15). I laughed as I read the article this past weekend.
My takeaways are as follows:
Given the madness of the Barron’s article, our [iSectors’] contrary view of overweighting bonds and underweighting stocks (especially consumer durables and basic materials) seems warranted!
Here is a pdf of the article – if you could not access the article (not a Barron’s subscriber).