Highlights for Q4 2011
Markets were Bearish in mid-December, falling 5% in 2 weeks, when SouthBay made a contrarian Bullish NFP forecast. Clients were able to position for the S&P 500's subsequent 12% surge
- More Accurate than Consensus: beat consensus 2 out of 3 months; lower mean error
- Caught the Inflection Point: Correctly forecast the December payroll surge
