As I predicted, the CAD continues to fall, now down to .7162
You should still be shorting it.
Also, consider health care and pharma. Tons of boomers will be retiring, and they all have problems from the STD's they contracted in the free love days...and those who don't, have other problems.
This emotionally- and developmentally-stunted generation will increasingly look for the quick and easy solution to their problem, especially one that permits them to externalize the problem, thereby not requiring any changes in philosophy or behavior.
Just how much of the accumulated boomer wealth will flow into health care and pharma? TONS. A significant fraction, IMO. They live by inane mantras like "You only go around once", and "You can't take it with you". When the time will be right to buy, look to health care, pharma, whoever profits from reverse mortgages, retirement communities/managed care facilities, medical device manufacturers, and consumer staples like toilet paper and adult diapers.
Is there a geriatric fund out there?
Meantime, continue to short the CAD. Also load up on diesel if you have a farm. And look for sleeper RE pockets for convertible rental property.
I'm getting to the bottom of my list. Maybe I'll look back at 2015 to see if anything is interesting.
Anyway, here's our Maser, from 12/17/15 suggesting health care for 2016. That prediction did not work out at all - healthcare was the very worst sector in 2016, down 9% according to M'star.