I've covered this briefly in my journal, but I think the idea is worthy of a separate thread. "David Einhorn Is Shorting Iron Ore" http://www.businessinsider.com/david-einhorn-short-iron-ore-2012-10 "Einhorn calls iron ore a âbubbleâ: report" http://blogs.marketwatch.com/thetell/2012/10/31/einhorn-calls-iron-ore-a-bubble-report/ "How business decisions are made in a boom: Fortescue Metals edition" (Monday, June 4, 2012) http://brontecapital.blogspot.com.au/2012/06/how-business-decisions-are-made-in-boom.html If Einhorn's prediction of $80 came true, then this would mean massive declines in share prices of the relevant stocks, and even some bankruptcies (eg. see Bronte Capital article above). Industries to consider: iron ore (eg. Fortescue) steel (eg. AKS) coal (eg. JRCC ANR ACI)