Jonathan Wilmot, the Credit Suisse strategist who recently graced us with his presence here on FT Alphaville, has decided against sending out a 2010 tome this year.

Instead, he’s come over all Twitterish.

Here, in 140 characters or less, are previews of the 10 short pieces he’ll be posting on his CS blog over the holidays…

The Great Divide: correlations cluster near one in crises; now it’s not so macro. Re-focus on alpha and country specific trades.

Think 1890s: a deflationary recovery that may feel like a depression. Plus Robots and Virtual Worlds and How To Live Forever.

Out of the Valley of Debt: for US consumers, it’s all about income, not debt. Plus “rational re-balancing” and “discounted decadence.”

Oil as a Policy Tool: why the Saudis set oil prices for now. And how they could be the key to recovery.

Sovereign Debt Sustainability: why growth, not inflation, is the solution. Plus “the entitlement endgame.”

Decoupling: was one of the 2008 buzz words. But not 2009! What about 2010?

Exits and Entrances: time for the BoJ to get serious, timing the exit elsewhere. Decoupling: was one of the 2008 buzz words.

Bubbles Here, Bubbles There, Bubbles Everywhere: except that we can’t find them anywhere. Look east, young man….

Brunnermeier on Bubbles: why rational arbitrageurs ride bubbles and how trivial news can trigger crashes (by synchronising selling).

In Gold We Trust: a momentum trader’s dream. Oh, oh, we just found one (a proto-bubble that is).

As a bonus, you will find Part 1 in the usual place…

This entry was posted by Paul Murphy on Friday, December 18th, 2009 at 16:41 and is filed under Capital markets. Tagged with credit suisse, Jonathan wilmot. Edit this entry.