Who knows!? There is an old saying that during tomes of crisis, wealth returns to it's proper place. That being the wealthy! I wouldn't do the all eggs inone basket thing. I think oil will average over 100 over the next few yrs. Gold? It should do well, but if the bailout calms waters in a few months, it may suffer too. Remember that people sell anything that has value in crisis, which can mean gold. Maybe that is what the wealthy are buying... hmmm.
I would look for buisnesses with no debt, $ on the balance sheet,a nd paing a dividend. Look at BKE-NY. I also like DSX, tho it will suffer with a global recession.