Sources

David Merkel: Investment Fads and Themes by Year, 1996-2012 http://t.co/cvLFKyRE @reformedbroker on what the broad themes this year & back to 1996 $$

Ryan McCarthy: Investing Fads/Themes, 1997: "Viagra, Cigars, Telecom/Cable". A good year! http://t.co/kKY1zaWH by @ReformedBroker

Downtown Josh Brown: INVESTMENT FADS AND THEMES BY YEAR, 1996-2012 http://t.co/pygDmjMf

2012: Good for bank shareholders, moderately less good for bank employees

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