Sell What Everybody Loves, Buy What Everybody Hates

"Remember the sentiment at the end of 2013? Gold was sure to go down. Everybody said so. Instead, gold and gold mining stocks have done quite well, thank you. The big gold ETF, GLD, is up over 14% so far in 2014. And the big gold miners ETF, GDX, is up 31%. US stocks, meanwhile, are vulnerable. Want to make a simple trade? Sell US stocks; buy Russian stocks. Almost sure to pay off. Everybody loves the US, as evidenced by stock prices. Everybody hates Russia."