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Trends

Stocks and ETFs
Air travel boom BA, HON
Huge oversupply of all commodities and minerals Gold SGOL, GLD) and gold miners (GDX), BHP, RIO

Big year for the barbarians as they sell assets.
Big dividends coming in Q1, 2014

BX, APO, KKR
Energy from solar panels has reached par with coal and is falling Solar stocks -- FSLR, CSIQ
  Shopping recovery MA, V
Energy from solar panels has reached par with coal and is falling Electric utilities, especially in sunny states
Obamacare UNH, XLV, GILD, JNJ
Interest rates low The mortgage REITs -- NLY, AGNC,
The Internet GOOG, AMZN, AAPL, PCLN, NFLX, OPEN, QCOM, SFTBF
3D printing DDD, SYS, VJET
Desktop design to manufacturing ADSK
Housing recovery HD, WY
TV's re-emergence DTV, CCV, TWC, CHTR
The Cloud AMZN, GOOG
Tech recovery MU
Alibaba and Sprint SFTBF (Softbank) and YHOO
High speed cellphone data explosion QCOM
Falling knives to watch CCV, AGNC, NLY, SGOL
Consumer icons NKE
  Too much reliance on our irrational government Ethanol, Fiber (though that's changing) and Tesla whose main capital is a gigantic government loan
Healthy eating WFM, WWAV, SFM, THS, TFM, and HAIN
 
 

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