I see 2013, to be a year where a further global fund release of the commodity basket will eventuate again where high yielding ASX100 stocks will be the order of the day. Checking the ASX spec periodic table, I'd suggest thorium is an outsider, but I fear the AUS$ will collapse in the 2nd half, along with property prices as the commodity bubble creepily deflates. Short oil & copper.
As a spec, maybe GBE. Outside chance is PYM, but both could surprise either way,
Little global economic or domestic growth ahead IMO.
Much of the same where better prices will be available - particularly BHP and RIO.
