“The final denouement will be when bond markets crash and interest rates skyrocket - that’s when creditors will finally get the message that they are not going to get a penny back. One big reason for the current procrastination is that big private creditors are scrambling to use the current window of opportunity to offload as much bad paper as possible onto governments and thus the taxpayer before the final collapse.”
http://www.marketoracle.co.uk/Article32206.html
The only exception is domestic oil and natural gas (LPs or stock). Make a ton, as will be evident in by Spring.