2009 Hot Markets -- Thawing In a Frigid Economy

At No. 25 is the biggest entity on earth, the out-of-this-world (and its mind!) government/federal and state ($5.4T, +5%; with $2.9B to print, -3%). Most budgeted print will be in health and human services ($1.4B, 0%)—although, if national health coverage is enacted, the spend would easily double. All of the budget numbers are small change compared to the more than $4 trillion in announced or anticipated bailouts, fronting loans, guarantees, buy backs of bad debt, stock buy-ins and other rewards to incompetently managed, but well-connected, sectors of the economy. (Sorry, print isn’t one of them...well-connected, that is.)