in4thelonghaul

Where the Big Money Is Betting Big

It would seem logical that there would be greatly increasing money flows into gold as either a safe haven play or reinflation play; a lot of the sidelined and resectoring flows are headed into other commodities besides gold though. As the investing class//and tutes realize that the so called green shoots of recovery were in reality an accumulation of mold forming...we can expect money to concentrate into commodities which are in shortest supply. If the world economies, in general, aren't really recovering and oil//gas inventories are increasing..then it seems that the oil angle can only go so far - about as far as it has gone recently. Just about everyone realizes that there are powerful forces which have a vested interest in keeping a lid on the price of gold...question is, how long will they be successful? It will take panic to lever the gold price out of the hands of the manipulators...possibly China/Japan divesting the dollar or refusing to buy our debt, dollar abandonment as the reserve currency, or the ever more likely scenario of the U.S. having its credit rating lowered. Once the tipping point arrives, all money...smart, big, retail, all becomes scared money and will likely flood into gold. At that point, the price of golod will finally achieve its realistic value...likely exploding upwards towards $2,000. per oz. in a matter of weeks; fortunes will be made by those who have positioned themselves ahead of the run. My best bet is on AUY, though I wonder if it will receive a takeout offer before all hell breaks loose. But then lots of highly intelligent individuals are talking of shorting gold and going long energy and agriculture instead. One thing is almost certain, the U.S. dollar is headed for a devestating crash.

10 Biotechs in Stem Cells that Could Profit Under the Democrats

Other criteria one should consider before investing in these companies is cash on hand to burn rate, and patents...most stem cell plays are on very shaky financial footings. GERN is an exception, they are well funded. GERN's sh/pr has recently taken a 20% hit due to the FDA placing a clinical hold on its experimental treatment for spinal injury. The stock has recovered a bit from already, but likely will regain the $5.00 level when the FDA comes to its senses or Bush is booted out of office. Expect McCain to be as, or nearly as favorably disposed towards stem cell research as the Democrats...he isn't exactly beholden to or a champion of the views held by the religious right. GERN has a rather large collection of patents holdings as well...I suspect BP would like to acquire these on the cheap. Jan. calls on GERN are my bet.