http://finance.yahoo.com/echarts?s=GDXJ+Interactive#symbol=gdxj;range=5y;compare=;indicator=bollinger+rsi+macd+volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined;

1) 30 year Treasury Bonds

2) High Quality Co Equities/Bonds produce good divs

3) Small luxury cos
premium beer and liquors, perfumes, luxury clothing, accessories and home products

4) Consumer staples and certain foods like laundry detergent or bread are necessities that consumers buy in good times and bad
dollar stores

5) The dollar should appreciate, especially against the yen

6) Selected health care providers and medical office buildings are still attractive because of America's aging population
7) Rental apartments benefit as couples no longer see homes as a good investment.
8) Productivity enhancers like tech companies remain attractive as businesses try and cut costs


9) North American energy producers ex-renewables look good as American tries to become energy independent


10) Commodities continue to be unattractive and prices should drop

http://www.businessinsider.com/gary-shillings-2013-investment-themes-2013-1?op=1