In a guest column for MarketWatch, Todd Harrison of Minyanville has assembled a list of 10 investment themes that could bear fruit during the next 12 months. While there's always a certain amount of risk peering into a cloudy crystal ball, a number of the investment themes that Harrison points out are worth noting:

(1) The return of the dollar. "While risk remains -- for instance, if OPEC decides to denominate crude in euros -- it's important to remember that the dollar "crash" already occurred. The greenback is off 37% since 2002 and a stunning 97% since 1913. Factor in the widespread negativity of money managers, rappers and supermodels, and a counter-trend bounce doesn't seem so strange."

(2) The increased probability of a sudden, violent market move. "Despite Herculean efforts by global central banks, I believe we will see a market dislocation this year as measured by a 10% move (or more) in a single week."

(3) A continued transfer of wealth between the USA and the rest of the world. "We should continue to see a transfer of wealth as foreigners purchase depressed equities, real estate and possibly homebuilders. While this is an intuitive progression in the era of globalization, it will likely serve more as a buffer than a savior."

How well will these themes hold up in 2008? For an idea of Todd Harrison's prognostication abilities, check out how he fared last year with his Top 10 Investment Themes of 2007. It looks like he was spot on when it came to the debasement of the dollar, the subprime mortgage mess, and the performance of large cap stocks.

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