Peak Oil
Your solar and coal choices are the ones that I would go long with, however, I’m really into gold and am positive next year it will reach levels never imagined. On the other hand, I’m really thinking on the Uranium ETF. About this one I’ve heard there are some issues regarding redemption restrictions though.
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If you believe peak oil has been reached or only couple of years away at most, what stocks/industries would you be long and/or short right now? My choices are long solar, coal, oil services, independents and short airlines, cruise lines,trucking companies, chemical companies, refineries. Did I miss anything noteworthy? What are your favorite industries for short and long? and why? And hen would you enter?