Date updated:06-30-2009
AEM
FCX
MERKX
VWO
TBT

-
AEM
Agnico Eagle Mine - $60.81
- -1.46%
- $60.62
*Inflation Protection *Politically Stable Miner with 90% of their Operations in Canada *Good growth profile *CEO/Management seasoned veterens of the mining industry *Non-Dilutive

-
FCX
Freeport Mcmoran - $84.57
- -0.18%
- $84.08
*Inflation Protection *Management is very share-holder friendly. In the past they have paid regular dividends as well as special dividends. *Well run Copper/Gold/Molybdenum company with impressive reserves. While 3/4 of their revenue currently comes from copper, I think they will ramp up their gold production in the future as the price of gold rises significantly. I also think they will decide to increase their gold reserves by acquiring an intermediate gold company such as Yamana, who just happens to operate in the same vicinity as their other South American mines. Seems possible & probable to me with Yamana trading at such an attractive valuation recently. We'll shall see.

-
MERKX
Merk Hard Currenc - $12.35
- -0.32%
- $N/A
Merk Hard Currency Fund *Tough to find a hard currency these days, but I believe over the next few years the U.S. dollar will decline significantly vs. currencies like the Euro, Norwegian Krone, Canadian dollar, & Australian dollar. Also, let's not forget about Gold either. Gold is the hardest currency of all. *The Merk Hard Currency Fund typically invests in a basket of hard currencies. Hard currencies are currencies backed by sound monetary policy; sound monetary policy focuses on price stability. *The Merk Hard Currency Fund (MERKX) seeks to profit from a rise of hard currencies versus the U.S. dollar. * This is a fund that invests in short-term maturity money market instruments & government bonds denominated in hard foriegn currencies. The fund also invests roughly 10% of funds through the GLD. Get out of the dollar while you still can imo and while the exit door is still big enough.

-
VWO
Vangrd Emrg Mkt E - $40.55
- -0.10%
- $40.34
Vanguard Emerging Markets ETF China, Brazil, Russia, India, South Korea, Taiwan, these are countries that save & produce and where I believe some of the best opportinties for growth will be over the next 5-10 years. Contrary to popular U.S. political opinion, you cannot spend your way out of a recession whose origin stems from borrowing & spending too much. The VWO offers both the opportunity for substantial growth and diversification out of the U.S. dollar into foriegn currencies that I believe will rise vs. the greenback over the coming years. *Protect your wealth folks from Obamanomics!!!

-
TBT
Proshares Trust - $45.84
- +0.22%
- $45.87
Ultra Short 20+ Year Treasuries Short the Hell out of U.S. Treasuries in my opinion!!! Our politicians & the Fed have completely lost their minds and will drive interest rates much much higher over the next few years with all the money they are borrowing & printing. Their cheese has definitely slipped off their crackers lol.
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