US discount brokers
A theme that's had a strong run over the last year is the US discount brokers, which with the return of more retail investors could still have further to go into 2014 and so a possible area to watch for a pullback. Attached is the long term monthly charts of ETFC, AMTD, SCHW and IBKR which show that relative performance has been very strong versus the S&P 500, but volume has not found the sector yet.
Fate does not always let you fix the tuition fee. She delivers the educational wallop and presents her own bill - Reminiscences of a Stock Operator.