1000 words (part 5)

Demographics / S&P ---> Bull market coming in 2012?

EuroZone Bank Exposure to Italy by country

fun!  follow the link to access the EuroZone Bank Exposure by country to Italy interactive chart

And bank exposure to italy map and graph:

Economist prediction chart

http://www.economist.com/blogs/dailychart/2011/11/poll-forecasters

" What our polls forecast for 2011 GDP growth and inflation

EVERY month The Economist surveys a group of economists and records the average and range of their predictions for GDP growth, consumer prices and the current-account balances for 14 economies (see this month's poll). The charts below show our pollsters' monthly 2011 economic growth and inflation predictions for America, Japan and the euro area since March 2010. The evolution of the forecasts shows that as 2011 has progressed economists have been gradually becoming increasingly pessimistic about the fortunes of the American economy and its ability to fight inflation. A marked divergence is also noticeable in Japan after the Fukushima earthquake in April, while the outlook for GDP growth in the euro area had been slowly improving but has deteriorated over recent months. "

Insider Selling -- october

"There were almost $19 worth of insider stock sales in October for every $1 of insider buys, according to market research firm TrimTabs. That was the most aggressive pace since February."

from CNN Money

ISM Weighted Employment

Jonathan Tepper of Variant Perception writes this week:"All of our leading indicators have been pointing down since early spring. Now many unrevised short leading indicators are pointing towards weakness in employment, output and asset prices. The GDP weighted employment reading for ISM services and manufacturing is now clearly below 50. The last times this happened was before the 2001 recession and before the 2008 recession."

Nice Europe summary

brief summary on current state of EU, italy, spain, etc.