Aggressive Strategy September 28, 2007:

The weak US dollar is having a dramatic impact on the price of commodities the price of gold has been very strong moving up and approaching the $750.00 per ounce level. It looks like the US dollar is in a major bear market as investors flee from US dollar denominated investments. The world is not comfortable with the lackluster growth potential for the US economy as the housing market crumbles and consumers start to retrench in fear of a dramatic reduction in wealth if the real estate market continues to decline.

The commodity sector appears to be very robust as the price increases have not slowed demand dramatically and the pace of economic growth thorough out Asia remains robust.

There are still a number of concerns and investors should remain cautious and not become over exposed to equities. The small capitalized companies have been very volatile and will remain so until there are clear indications that the global economy is stabilizing.

Investors could start to accumulate small positions in the commodity producers focusing on precious metals and uranium which appear to have the strongest fundamentals at the moment. Crude oil prices have been strong as well but may be a little ahead of the fundamentals due to weather related bullishness, so far the hurricane season has not been as dramatic as forecast, but that can change in an instant.

Investors should maintain a very disciplined strategy, this has become even more important as the uncertainty remains high. The potential for unexpected extreme volatility remains high and a disciplined well planned exist strategy is required to protect your capital in the short term.

In the gold sector the following have or are close to establishing gold production which has the potential for expansion over the near term.  Minefinders (MFL-T), Gammon Gold (GAM-T) and Aquiline Resources (AQI-T) in the Uranium sector the following is interesting UEX Corp (UEX-T).