The Game Plan

The market will rally but don’t let it fool you. The main area of concern is the currency that basically the world uses as the fuel of commerce – the USD

Historically the Fed is inclined to bail out big financial institutions who are shareholders of the FED (not us)
This will aggravate the value of the dollar. The swiss franc FXF and the Japanese yen FXY will benefit.

I don’t believe the Euro will, because this is a global credit crunch and the euro bank will have to lower rates (the swiss and yen rates are close to 0!)

As a result of devaluation of currencies gold and silver will shine like the sun on a nice hot day. GLD and SLV

Oddly, I strongly believe the US dollar will rally in relation to the EURO and POUND as a result of these two countries
horrible real estate issues and the resulting lowering of their interest rates.

Of course, central banks can do nothing and the dollar will rally due to recession as well as deflation.

Nuclear power is fast becoming accepted throughout the world and large mines will not be able to meet the demand of current and future plants, but stocks work on investor time frames not reality based demand.

Oil it seems has hit top for awhile due to slower expected growth. DUG.

Material stocks related to industrial production will go down in value. SMN.

This is my game plan as the new year starts to begin. We will see.