[quote=gzz]
I am trying to think of a single bearish factor here, but I am at a loss. [/quote]
Valuations!
Pretty good list overall though. And the valuation thing is offset to a good degree by low rates. (On that note, though… if record low rates figure into your one year forecast, that implies that rates still have to be here next year).
Anyway, seems like a reasonable overview… I just had to bite on the one bearish factor… 😉
