Bigworld, >> KOL <<
The KOL chart is starting to look a lot better. Trump is much friendlier to the coal industry than Obama was, and based on the chart it looks like it may work its way back to 20.
I never had much luck with commodity plays - a lot of variables like being cyclical and tied to the economy, plus the unpredictable supply/demand factors.
Thinking about the best asset classes to weather a general financial collapse and even an 'Ice 9' scenario (closed banks and brokerages, closed markets), I wonder about owning large cap blue chip stocks and having possession of the stock certificates? Regardless of the severity of the financial crisis, blue chip companies like Exxon would survive and eventually recover after the crisis, and if you had possession of the stock certificates, you wouldn't have to worry about the closed brokerages.
So in addition to things like gold, paid for real estate, land, art, diamonds and jewelry, there might be a place for some stocks in one's 'doomsday portfolio'.
