Originally Posted By: DWallach
For a short-term bet over the next few months (and, don't confuse yourself, this is nothing more than gambling), you need to pick some set of what-if scenarios and bet on some side of that coming true.

Because of this, the best advice anybody can give you is to invest in what you know and are familiar with. I am constantly amazed by how wrong the so called expert-analysts are in my field. There is a guy that is quoted in almost every story dealing with my industry. If you went exactly opposite of what he said every time, you'd be right about 90% of the time. I can't say it is like that in every field, only people in those fields can. Just be careful using any inside information in making your choices, that is when it gets ugly. But if something is published and common knowledge that the experts don't pick up on, go for it.