In hindsight, money was to be made in guns, military, refiners, pipelines, and coal. I made good bets on coal and guns for relatively little investment, but mis

In hindsight, money was to be made in guns, military, refiners, pipelines, and coal. I made good bets on coal and guns for relatively little investment, but missed the others. I did buy cheap puts for a railroad with heavy Mexican market exposure, so I'll see on Fri afternoon when they expire.