A longtime investment adage holds that “As goes Intel (NASDAQ:INTC), so goes the rest of the semiconductor industry.”

As you scour the globe for potential post-financial-crisis profit plays, don’t overlook Taiwan. Stock markets around the world have already started to rebound with joy as investors begin to believe that that the unpleasant global recession is finally nearing its bottom.

Remember last week when the director of the Brazil National Petroleum Agency Haroldo Lima told the world that the Carioca oil field, “Could be the world’s biggest oil discovery in thirty years?” Let’s unpack the word “could.” It “could” be the world’s biggest oil field that will never enter into production.