nlipner

Identifying the Next Bubble

1- Cina (opaque market)
2- Gold/Silver (Inflation play)
3- Base commodities (expansion play)
4- Solar/Wind (Gaia Play)
5- Oil/Nat Gas (classic underinvestment cycle)
6- Banks (if the assets move to the fed and the liabilities reach a 3% or better spread)
7- Long Bonds (Yield steepener reaches the masses)
8- BRIC
9- EEM
10- Consumer Tech
11- Healthcare services
12- Medical Tech *(my odds-on favorite, advances even more dramatic than the tech bubble are afoot)