I really wanted to do this in December, but my trading style has changed so much that making macro predictions is not worth my time. But it is fun, so I just came up with some categories, took some guesses, and made vague statements like 'outperform':
Gold/Precious metals: still upside
Food and Water: Biggest upside into 2012 and beyond, outperforms all commodities. Invest in water, hoard physical.
Semi's may lurch back, but gain for the year
Market as a whole: May have a significant pullback, but ends up for year. My guess is N shaped, up, down, up. Second guess is V shape, down soon, then up. Cycle theory says this is most probable, but I am going with N.
UNG and TBT: Still too early. Maybe TBT in last quarter. Oil up, but not enough to help UNG and solar.
Solar: still, and always, sucks (and I am a fan), ...until 2nd half, then start moving
Homies: still suck, all year
Telecom: Outperforms in a boring way
Retail: Outperforms in a no one can believe it way
Energy: Good first half, bad second.
Finnies:Gets everyone lathered, then breaks hearts.
Super Bowl: Ravens or Falcons... Falcons it is.
British Open: Els
Wimpleton: Murray, feel good story.
Tour: Schleck
Bolt goes 9.54
ASP: Fanning
Coin flip: Tails
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