i think basic materials are a good play. most knocked down over 80%. i like oih. both of these i am averaging into. the world still needs foor, infrastructure, energy and with a long time horizon i think this will do well. agricultural etfs i like. cornm wheat, etc has had the dressing knocked out of them. there is a good one in canada called cow..
i like miners, barrick in particular. eventually this money printing becomes inflationary. cost to produce gold is near 500$ an ounce so can;t see it going much lower than that...