CNBC Mad Money January 21, 2014
Bullish themes for the year. Themes that big players are betting on, as though theyre done deals. Buy, buy, buy. This kind of thinking isnt unusual at the beginning of the year, as we see what resonates and what doesnt. So without further ado, let me tell you the ten themes im seeing already. First the eight positives and then the two negatives. 2014 is looking like another year where aerospace is ascendant. While we know from alcoa, who produces up to 3 million fasteners per plane, and General Electric, the central thesis is that the commerce are healthy. Those customers ranging from the airl...