2. Solar energy may be on the verge of becoming very hot IPO wise - in what form is anyone's guess.
3. Renewables won't be far off.
4. TLS will be under $3.00.
5. Small cap Bio sector will out perform ASX 200.
6. Many bear market rallies will ensue.
7. DOW will be above 11,000 at some point within 12 months. ASX will follow to some extent due to a major rally in the big 4 banks.
8. Melbourne Cup will be won by an overseas horse.
Monkey predictions for 2008:
1. Ugly year for geopolitical tensions with the US presidency up for grabs. Crude will soar above $150 per barrel with an ever increasing presence in the Middle East.
2. Alernative energy, UCF, wind, wind, solar, sequestration, tertiary plays in the oil sector will become an ever increasing respectable fund proposition.
3. Cyclical fluctuations in the US dollar will further strengthen ythe POI & the POG.
4. Copper, zinc and lead will drop by 15% after the Beijing Olympics. Conversely, nickel will do quite well.
5. The overhang of contracts will throw up more opportunities in the overall resource sector.
6. I'd be close to shorting RIO by June.
7. The telecommunications sectors will shine with mergers and takeovers ever present.
8. Short Garuda Airlines, any union and FMG before Twiggy goes to court on the charge of insider trading.
Monkey predictions for 2007:
1. The Uranium bubble will wipe out many investors in one foul swoop as the miners who are currently only mining the market run away with the loot. So many U companies have absolutely no chance of mining yet so many have prospered for little or no reason. Radiometrics just don't cut it IMO. The U price will fall.
2. The oil price will escalate to higher levels seen in 2006. Many oilers will be raided. Alternative energy will prosper - biodiesel, solar tech and hot rocks.
3. Copper will fall by 25%.
4. Gold will reach much higher prices than the market is seriously expecting. Buy gold.
5. The US economy will drift into recession into 2008 and the commodity cycle will be very near the end.
