I agree with Rich on this one. I read Hot Commodities by Jimmy as well. He is a guy that tells you how it is – no hidden agenda. One of my favorite guys to follow. Another interesting book is “The Oil Factor” by Leeb. Leeb is a firm believer there will be run-away inflation. He recommends buying stocks tied to Chindia (China and India), gold, oil, and other commodities. I am liking gold more and more for more than just one reason. Silver looks good as well. Other than that – short retail (consumer) and housing.
