Stocks: Five Trends to Watch in 2009

From deflation to geopolitics, here are the market factors that could make investors money in 2009or keep them up at night

With the U.S. government determined to throw virtually everything in its toolbox at the recession in hopes of minimizing the economic pain, it may be all but impossible to single out any one policy element that started the recovery rolling. Indeed, there are so many moving parts right now in the economy—though the public perception may be that Bernanke, Paulson & Co. are spinning their wheels instead of moving the wagon forward—that it's tempting for investors to throw up their hands and find a nice quiet place to hole up until the recovery comes.

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