Tech -> Housing -> Mortgage/Debt -> Commodities Each of these industries brought about great trends. It seems however that the last of these (commodities) is about to pop. So what's next? Facts: 1) Aging boomer population that is starting to retire. We are living longer but not necessarily healthier. As such, industries that provide assisted living services might grow nicely. I certainly do not see children talking care of their parents, those days are long gone. The question is, will boomers have enough money? The very real possibility exists that boomers will continue working longer than previously expected. 2) Mobility is becoming an issue, due to obesity. Although the solution to this problem would be a good dose of exercise, I think most will jump into battery driven carts. Anything that will assist in getting a fat ass into a car and out of it again, might boom. 3) Potential Cold War Part 2 Defense Stocks could make a come back as the insatiable machine called the military industrial complex becomes hungry again. One word: Putin. Another word: McCain (we'll see). Number 1 and 2 concern health. Yes, personally I believe we are going to enter into a "health bubble". Thoughts?