Corn Japanese stocks German real estate, consumer, and financial stocks That's the 3 ideas I have the most conviction in right now, for the next year or so. Corn feels like gold/silver/oil 3-4 years ago. Jap stocks and German consumer/financial/RE stocks feel like US stocks circa 1994-5. There are other markets I think can do well, but the risks appear higher and/or the rewards less or less certain. Anyone else?