Last Monday, my mission was to bring home the vital importance of The Great Dichotomy — the unprecedented contrast between the sinking ship of the U.S. economy and the rising tide of emerging markets. Today, my mission is to show you ways to profit from both. And as the events this past Friday clearly illustrate, the timing couldn't be more critical: The record surge in U.S. unemployment — the worst in 22 years — signals a swifter slide into recession than any government indicator we've seen so far. The record surge in crude oil — the biggest of all time — promises to gut household budgets and squeeze the profit margins of thousands of U.S. manufacturers that use petrochemicals to produce their products. The nonstop plunge in home prices promises to deliver ...