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

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

Downtown Josh Brown: INVESTMENT FADS AND THEMES BY YEAR, 1996-2012

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