A month ago, when I started seriously considering SHTF scenarios, I looked at shorting Fincantieri. Ultimately, I didn't know anything about the company so couldn't make the investment. I will not risk our nest egg on my own ignorance and hubris. The thinking behind shorting Fincantieri is the new market in cruise ships is going to go away once they are going for pennies on the dollar on the used market. I ended up turning my attention to CCL. I didn't have the guts to short it so ended up selling a put. So far, so good.