Towards the end of one year and at the beginning of the next, I, like most people I imagine, typically take time to look back on the trading year and see what I can learn from it. Then I apply that analysis to current pricing and work out a base case for stocks, sectors, and commodities for the coming year. I did that this year, and if you are a regular reader, you will have seen the fruits of that over the last month or so, as I gave out some stocks that I will be watching closely this year and wrote about what I thought oil would do going forward.…