The gold miner ETF (GDX) is starting to look very interesting to me. If you’re of the belief that the Fed will be forced to “taper the taper,” it could create a fundamental underpinning for the metal and, by extension, the companies.
Technically, it looks like the ETF could be forming a longer-term inverted head and shoulders bottom:
The sector is also pretty much universally hated right now (all the sellers may have already sold):
(Chart via TheShortSideofLong)