market ace

How to Play the Next Great Bull - Matt McCall

Great advice in here with a few exceptions.

I think GLD is a terrible risk and probably does not own the gold they say they do so someday that will be exposed.

For a balanced exposure to all commodities I like GCC, which has an equal allocation to all. It is not exciting, but rides the commodities boom and protects against a falling dollar.

It is still difficult to say how much of the commodities boom is real profit and how much is just dollar decline, but at least it protects some purchasing power.