Another Reason to Like Gold

The credit collapse is not entirely over. Nor is its impact on Main Street.

And as we saw yesterday, there will be more sell-offs, sharp ones that scare the dickens out of nearly everyone.

That's why I suggest sticking mainly with natural resource-based companies that operate businesses which deal in assets that have intrinsic value — and that will be the main recipients of the next wave of what I call the "Great Re-inflation."

At the top of that list is my all-time favorite: Gold.

And for not using any money, we like real estate.