I don't make arbitrary projections. Except for this one. Sell your stocks and go short. But them back cheaper later. Financials, REITS, chain department stores (exception of electronic stores and Wal-Mart and Target) and restaurants, construction material fabricators and suppliers, auto companies, RV/Boat makers, and oil services (yes, oil services) will fare worst. Solar stocks will get slaughtered. They will be the short of the year.