Agree a few good shorts out there, now that the cliff is a long dividend tax slide many majors will be hit.
Will retract my previous about JNJ and other Blue holds.
NAT Gas up, Oil down unless Iran goes ballistic.
agrium, pot and others will fall with higher input cost and declining resource requirement. Flooding and draught will significantly reduce demand for manufactured nutrients. Lumber however, YES BABY YES, it is still on a tear and should continue for quite some time with housing recovery and damage repair.
And what about intervention in Mali, is it finally time for JAG to shine? Maybe another MTO but at least they have tonnes of gold and are producing even in an unstable environment. Workers there are shot when they strike and don't need a bonus to produce, sad but true.