PK, Several: 1. Small biotechs. This is a layup if you can seperate the sheep from the goats. 2. Hard assets. My favorite is platinum, but gold, diamonds, non-precious metals, selected real estate, collectibles, anything you can put your hands on usually do well after a stock market collapse. 3. Gaming technology. Highly cyclical, but all the gamblers who swear off the market have to have somewhere to enjoy their Jones. Not the casinos, as that is a tough, tough business. Buy the gun runners. 4. Third world CEFs and Webs. Hold your nose, buy them, and don't open your eyes until 5 years have passed. All the bullish stories about the emergence of the third world are correct over the long haul, despite the fact that there is blood in the street now. The biggest basket cases will be the biggest winners. That is what always happens. 5. Options. A crash will teach people the value of hedging again.
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