Think value, volume and stimulus.
Why? For one thing, loan growth and loan quality at the regional level are more beneficial to shareholders than the slower loan growth and questionable loan quality at larger institutions.
Brokerage and regional bank ETFs are among those that should do well.
Here are some of the signs to watch for and suggestions on what to do.
It's time to take profits. Why? Many energy stocks are showing weakness by slipping below shorter-term 50-day moving averages.
Use near-term selloffs to fill gaps in your current allocation with ETFs that thrive on central bank stimulus bounces.
Price appreciation has already thinned out the pool for speculative folks.
Those who look forward to potentially surprising trends in 2014 may want to examine the discount bin.
The question is whether the traditional notion of what constitutes low volatility can serve a safe-harboring role should interest rates rise rapidly.
Futures traders are growing increasingly excited about the prospect of shorting certain currencies.