Bill Cara Knows what 2014 looks like

But, while there is some strength in the bonds, the traditional capital intensive and commodity price sensitive groups are today’s leaders on the U.S. equity market board (e.g., mining, construction, gold & silver, oil well services and equipment, and crops), and the economy-sensitive groups are mostly losers (e.g., paper products, med equipment, jewelry, fabricated plastic and rubber, advertising, restaurants, containers & packaging, business services, and tires).

Hmm, where have I seen that list of loser groups before? Is 2014 coming sooner than we think?