Just have a look at what has become the most wanted thing by youth and needed by business for communication in this day and age.
Extrapolate this down the line for the electronics required and then the raw material required for the electronics.
Have a look at what kind of offtakes the raw material consumer must agree to to secure large amounts of raw materials.Research the supply side of the raw materials to check that it will be in tight supply.
Find the most advanced project you can and the company that owns it and are they moving to production.
BINGO you have SOME insulation.
But imo its all about riding out the bad times.
How long did the depression last?
How long will any recession last IF it happens given China and Indias self perpetuating growth.Personally I cant see the world economy going into depression.The oil price must come off eventually.Its spiked too hard too fast and consumers WILL find ways of reducing their reliance on oil.They did it with base metals.There are alternatives.
