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SuperBowl: Harbaugh Bowl?

This weekend is best of NFL sports when two teams who would be playing Superbowl in two weeks would be decided. This time, 4 best teams have come to championship games - each one of them could be Superbowl winner. Last Saturday was great Saturday for Harbaugh brothers whose teams (Jim Harbaugh - 49ers and John Harbaugh - Baltimore Ravens) won their places against tough teams. Question is - would this year's Superbowl be Harbaugh Bowl. There is real chance that this could happen (if luck plays some role in helping both these teams). Current favorites for Superbowl matchup is between SanFranciso 49ers and New England Patriots. But if luck plays some role, Baltimore Ravens could sneak up a victory similar to what they did against Denver Broncos last week.
I am rooting for Colin Kapernick's 49ers to win tomorrow against Falcons and then eventually Superbowl. And given 80% co-relation between stock market returns and Superbowl win by original AFL team, any team except Patriots win would be good for 2013 returns on Stock Markets (source: Article from WSJ).
In general this year would be good for stock market returns with DOW crossing 14000 and S&P crossing 1500 before Apr. After that it could bring some turbulence to the markets but by year end, DOW could close at all time high (over 14000) and S&P finally closing above its all time high (1560).  After all first year returns on 2nd term for recent Presidents (Bush, Clinton, Reagan) have been good years for stock markets.
I am bullish on housing and banking sectors. In particular I like BAC, MS, MTG and NCT in these sectors. Each of these could provide 10-15% returns (counting dividends) over 12 months. In technology sectors, Nokia sounds interesting since it could be turning around in its handset business and could turn out to be good long-term bet. If they have some good handsets and win back some market share, it could return 30% over next 12 months. Could it become Apple of 1997 would be another question. I doubt any company could be Apple (even Apple could not repeat its own performance in years ahead).
That's all for now. Have a great football and Presidential Inauguration Weekend.
President Obama - Wish you best of luck for your 2nd term. Make this term historic so history could compare you with other great presidents.
/Shyam


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