2012 “Predictions” from Stone Street Advisors Team & Friends

Unless you’ve been living in a cave in the mountains of Afghanistan the past few weeks, you’re no doubt fed up – to put it nicely – with the annual circle jerk of next-year predictions that comes each December.

Thus, I’ve invited the Stone Street team and some friends to make their predictions for 2012, with a twist; rather than try to throw darts at a board and predict where the S&P will close or how high/low the price of gold will trade, these are, how do you say it, “alternate” predictions for 2012.

Enjoy, and if you have any to add please do in the comments!

▪ “Short food trucks as nyc looks for additional revenue source as tax receipts continue to fall.” –@GTWNJACK

▪ “Short generational events of change; after the revolts in the middle east and loss of multiple dictators, the likelihood of another batch of once in a generation events is unlikely.” –@GTWNJACK

▪ “I predict Jos. A Banks suits will become eligible as collateral at the Fed discount window, paving the way for a new stealth POMO by Q3″ –@ComfortablySmug

▪ “Despite widespread calls that we’ve already hit “peak sushi,” (“sush” if you’re 20-something girl), I suggest getting/staying long sushi as saturation of sushi restaurants has yet to reach Starbucks levels and every possible type of “fusion” involving sushi has yet to be exploited. This prediction is reinforced by our proprietary research showing Americans’ ADD and resulting ignorance of anything that’s happened in Japan after the week of the earthquake/flood/nuclear disaster. Long yoga is the herd trade, if you really want to roll through 2012, long sushi.” — @The_Analyst

▪ “Unemployment hits 0 has BLS adds people who hate their bosses to “discouraged worker” status” –@gillsiesgoons

▪ “Short communication. After a year of going nowhere, everyone starts to figure out that most of what they hear on CNBC, Bloomberg, Twitter, IM, email etc is just noise. As the year progresses more and more people will realise that they can turn off their tv, unplug their computer, bring their dog for a walk, and miss nothing of any importance at all.

The most interesting consequence of this move will be traders actually thinking for themselves. This reduction in herding will lead to the end of the most ridiculous market phenomenon of 2011 – the close correlation of every damn asset class.” –@LorcanRK

▪ “Doug Kass wakes up in December in a panic and realizes there is still one market level he has yet to predict in 2012″ — @ToddSullivan

▪ “SPX crashes to 410; only people with physical gold allowed to buy food; group of pundits led by Mish named to Fed.” –@kevindepew

▪ “Global RMBS settlement in the first week of the year!” –@amaeryllis

▪ “NAR admits that their Birth/Death adjustment to home sales numbers is not a valid seasonal shift and announces they will restate numbers from 2011 forward.

▪ When asked why NAR uses “seasonal shift adjustments” in calculating their reported home sales “statistics” NAR spokesman explains that “NAR forecasts home sales and they believe that home sales are always increasing”. –@PBA_RE

▪ “”Buy US Treasuries” will be the new “Buy Gold”" –@pcdunham

▪ “2012 Game related predictions:

1. US Congress enacts a law effectively gamifying border control. Korean wins championship, having impact on foreign relations.

2. Lady Gaga and Infinity Ward team up to make “Call of Duty 5: Post-Modern Warfare”. Struggling to stay relevant, Beyonce releases “Call of Booty” with Shakira.

3. Several entrepreneurial ventures trying to sell 21′ Skyrims fall flat.

4. “Hire two, get one free” game mechanic drastically decreases unemployment.”" –@MentionLLC

▪ “AAPL hits $2000/share after announcing iChick. Millions of Apple geeks order their first girlfriend” –@ChipperDanger

2011 was a helluva year for us. Here’s wishing you all an awesome 2012!

4 thoughts on “2012 “Predictions” from Stone Street Advisors Team & Friends

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  4. This is so interesting! I don’t think you’ve considered what happens day to day, but still a good post.

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