Well, he doesn't have any of my assets. I don't know the guy, but when it comes right down to it, we're all just guessing. As far as that goes, the best guessers (in my book) are positive for the first half of the year, and negative for the second.
One thing that's clearly true - the further in the future, the worse the guess. For that reason, I think it's best to just concentrate on the near & intermediate term, and remain flexible.
End of Philosophy.