Perhaps some thoughts and speculation to what the year may offer to each?
Uranium ? has to be getting warmer. (was a standout in GFC1.)
Gold ? Holding well compared to other commodities. USD / Fear trade / alternate gold exchange.
OIL? What does 36/bl say and building inventories? Demand weak/ Supply strong.
Commodities ? china story where to now? India?
Tech ? just the cream thanks. - those commercializing
Dairy ?/ Ags/ Fertilizers. - staple needs.
Housing prices ? too expensive, will fall.
And to eclipse all the above - GFC2 ? there is no where left for the FED to ease, and bank debt is now government debt. Greece on steroids mk2. Have the problems gone away ? or are they just not in the headlines? thats what the ostriches think.
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