“It’s not technically a new decade yet,” writes small-cap expert Dan Denning at WhiskeyandGunpowder.com. “But if the trade of the last decade was to sell stocks and buy gold, then maybe the best trade for the next ten years is to sell bonds and buy energy. Gas, coal, oil, conventional, unconventional, renewable, alternative. You have a whole portfolio of choices.”

Where the Smart Money is in the Housing Market.

What if deflation wins?   While we think the odds are strongly stacked against it, particularly given the government’s furious pace of money printing, the prudent investor understands – and respects – the time-tested adage, “Nothing is guaranteed.” So while our chips sit squarely on the spot marked “inflation,” what will happen to gold stocks if we’re wrong?

But for the many reasons we’ve described in these reckonings, we doubt that we’ve seen the last of this bear market.

Weak economic fundamentals say the market should start heading down. But what do the charts say?

The higher this rally goes the more you’ll hear that another bull market has started, says underground investor Chris Weber. But Chris is warning investors not to be fooled.

Internally, the Japanese are still not big spenders. The population is not only ageing… it’s shrinking. That’s not happening in the US.

In February 1995, the U.S. economy was in great shape. The 1990-92 recession had been over for a couple of years, the Federal Reserve was beginning to ease interest rates, the Clinton administration was beginning to make progress on sorting out the United States’ modest long-term budget problem and there was this new thing called the Internet that looked as though it might bring some exciting new possibilities.

Hey… the rally is on!  Yesterday, the Dow rose 235 points. And the public’s mood is at an 8-month high.

In February, I wrote that the decline in stocks was just about over. Why?