Our 11 Startling Forecasts for 2010

Our 11 Startling Forecasts for 2010

(Edited Transcript)
by Martin D. Weiss, Ph.D.
Dear Subscriber,

Martin Weiss: Two recent mega-events — the Wall

Street collapse in 2008 and the Washington response
in 2009 ... the debt implosion and then the money
printing explosion — are mind-boggling in their
dimensions.

Neither you nor I can know with certainty what the

future will bring. But at this particular juncture, we
don't have to poke around in hidden crevices of the
economy. Nor must we stretch our imagination to
conjure this or that scenario. To get a pretty good
idea of what's likely to happen next year, all we have
to do is follow the path of natural consequences from
these two mega-events. And that's what we're going to do right here and now.

I have assembled our Weiss Research team of analysts to lay out for you, step-by-
step, what those consequences are likely to be in the coming year — 11 startling
forecasts for 2010.

Mike Larson is one of the only analysts in the country who accurately predicted both
the real estate bust in 2005 and the recent real estate bottom in 2009. Today, he is
not only our resident expert on real estate, but also our chief Fed watcher, interest
rate specialist and analyst of the entire financial sector.

Larry Edelson, joining us from Bangkok, Thailand, was among the very first to
predict that gold would one day exceed $1,000 per ounce, and now that day has
come. But Larry's gold forecast is just one of many that illustrate a special skill he
brings to as a Director of the Foundation for the Study of Cycles: Timing the
markets.

Claus Vogt, joining us today from Berlin, is the man I've personally selected to make
the picks — and give the signals — for one million dollars of my own money, based
not only on his own years of trading experience but also on the input from our entire
Weiss Research team.

I can think of no better person to help us forecast the direction of the global
economy and global stock markets.

I hasten to add that forecasting what we believe is likely to happen in 2010 is strictly
the first part of our program today. During the second, equally important, part we
will give you actionable guidance — investment ideas you can USE to take advantage
of the profit and income opportunities that flow directly from our forecasts. And to
bring you the best of the best ideas we can, I have also assembled a panel of our
investment specialists in each major arena.
Ron Rowland, our specialist on ETFs ... Nilus Mattive, our specialist on dividend
stocks ... and Bryan Rich, our foreign currency expert.

From Southeast Asia, we have our Asia stock specialist Tony Sagami, who just
completed a reconnaissance tour
of Indonesia and ... from
Southern South America; we
have Sean Brodrick, reporting on
his visits to resource companies
in Chile and Argentina.

Plus I have invited a special

guest, Monty Agarwal, one of
the nation's leading experts on
hedge funds, sovereign wealth
funds, and global money flows.

Thanks to their participation in

this special summit, you benefit
from some of the most timely,
in-depth and fascinating
research in the world today.

Mike Larson: I happen to think the research effort has paid off very nicely. For
example, look at the absolutely huge companies that failed, were bought out or
bailed out last year! And look how many of those companies Weiss Research
specifically named as candidates for failure well ahead of time:

Two of the nation's largest brokers, Bear Sterns and Lehman Brothers ... the nation's
largest mortgage lenders, Countrywide Financial and Fannie Mae ... the nation's
largest savings and loan, Washington Mutual ... and the nation's second largest
commercial banks, Citigroup.

And next, look at the utterly

massive government reaction to
those failures that we have
uncovered: Fed Chairman
Bernanke has responded with
the most rapid acceleration of
monetary expansion in U.S.
history.

Before the Lehman Brothers

collapse last year — it took
nearly 14 years for the Federal
Reserve to double the cash and
reserves at the nation's banks.

But after the Lehman Brothers

collapse, it took Mr. Bernanke's Fed only 112 days — barely four months — to double
the monetary base. In other words, he accelerated the pace of bank reserve
expansion by a factor of forty-five to one.

Meanwhile, Treasury Secretary Geithner and his predecessor responded with the
largest bailouts of all time, helping to triple the size of an already-bulging federal
deficit.

Claus Vogt: Combined, the monetary and

fiscal stimulus engineered by the Fed and the
Treasury Department represents an estimated
30 percent of the nation's gross domestic
product. That's three times more than during
the Great Depression. And that's ten times
more than that in the average postwar
recession.

Martin: It sounds like science fiction.

Mike: I wish it were. But it's real.

Martin: Give us your first forecast for 2010.

Mike:

Forecast #1
The Federal Reserve will not relent
in its money printing madness until
it's absolutely forced to do so.

Martin: Because ...

Mike: Because it's in black and white — right in the Fed's own statements, month
after month. It's what they told us they'd do. It's what they're doing. And it's what
they're telling us they're going to continue doing. We also know Bernanke will pursue
this policy because of the persistence of those forces. We've had 120 bank failures
from the beginning of 2009 through mid November, the most since the S&L crisis of
the 1980s.

Martin: An obvious excuse for the Fed to continue printing money! So the pivotal
question for 2010 is this: When and how will Mr. Bernanke shift gears? But first, let's
focus on the immediate consequences of the Fed's money printing.

Larry Edelson: Just connect the dots! They take you straight to

Forecast #2
A continuing, virtually unstoppable
long-term decline in the dollar.
 Yes, we will have dollar rallies. And yes, the
dollar rallies will be sharp. But they will be
traps. After each rally, the dollar will
consistently resume its long-term decline. Mr.
Bernanke is creating massive new supplies of
U.S. dollars, ad infinitum. So he's naturally
diluting their value.

Martin: But so far, the U.S. dollar's decline

has been orderly.

Larry: I wouldn't use the word orderly.

Instead, I'd use the words "messy" and
"volatile," and that's only going to get worse in 2010. 2010 will also bring louder
voices demanding that the dollar be replaced as the world's dominant reserve
currency. Most important, at some point, the pressures on the dollar could reach
critical mass, and the pace of decline will accelerate. Instead of a zigzag decline,
you'll see a freefall, and ultimately, outright panic.

Claus: A tipping point could come when the dollar makes new, all-time lows ...

Martin: ... and those lows are already very close.

Larry: Yes. Against the euro, the dollar is just 4 euro cents from its lowest level in
the euro's history. When that low is broken decisively, it could set off a dramatic
wave of panicky dollar selling here and in the Euro zone. Against the Japanese yen,
the dollar is now just 2.5 yen from its lowest level of all time. When that low is
broken decisively, it could set off an even
more dramatic wave of panicky dollar selling
in Japan. And globally!

Claus: Of course. Investors hold dollars all

over the world — not only in the Euro zone
and Japan, but also in Southeast Asia, South
Asia, the Middle East, and the Americas.
Those investors are not only central banks
that may still have some political motives to
refrain from selling ... but also private
corporations and individuals who don't give a
darn about politics, who won't hesitate for a moment to dump their dollars if they
feel that's what it takes to avoid a beating.

Martin: Right. But won't that kill European export industries?

Claus: Yes, and periodically here in Europe, we will gripe and make noise about how
unfair that is. But we cannot complain too loudly. Remember, we also benefit from
all this free money. We also have very shaky financial systems. We also have been
rescuing our banks and letting our budgets go to hell in a handbasket. Meanwhile, I
don't think the Japanese can complain very much, either.
Martin: Because they have been doing pretty much the same thing as the Fed is
doing now ... and they've been at it for over TWENTY years.

Claus: Yes!

Monty Agarwal: Gentlemen, I know I'm new here and you

wanted to save me for later, but there's another factor — a factor
so pertinent to this discussion ... do you mind if I interject it
here?

Martin: I don't mind at all.

Monty: It's the sovereign wealth funds, the giant national

pension funds, which I track avidly. Not only have they grown
dramatically in size — to as much as 3 trillion dollars — but with the dollar decline,
they are now becoming far more aggressive in shifting out of the dollar and moving
into alternatives — other currencies, other sectors, other continents, such as Asia.
Most economists are greatly underestimating their impact. And most investors will
probably miss the opportunity to follow their lead to some very profitable asset
reallocations in 2010.

Martin: What happens next, gentlemen?

Larry: Let me answer that. Let me tell you what I already see happening among
many investors here in Asia ... and what could soon become a sweeping, worldwide
phenomenon all over the world in 2010.

Forecast #3
The entire concept of "RISK" will be REDEFINED
by global investors. The new definition will be:
HOLDING U.S. dollars and dollar-denominated assets.

First of all, more and more investors perceive U.S. dollars — and anything
denominated in dollars — as high-risk investments. They don't really care how
conservative the instrument is or how strong the company may be. All they see is
that it's wrapped in greenbacks, and they paint everything associated with those
greenbacks with a single broad brush and a single color — red for risk.

Martin: Which makes them anxious to dump dollars.

Larry: Yes, but it runs deeper than just currency trading. It means they are
compelled to find other assets that can replace the U.S. dollar as stores of value.
They must rush to buy alternative forms of money for their wealth ...

Martin: Like gold ...

Larry: Not just gold, but also silver, copper and other commodities. Not just
commodities but also other tangible assets like real estate. Not just tangible assets,
but also paper assets that provide a stake in those tangibles ... including common
stocks!

I call this "the monetization of assets" — the phenomenon whereby other assets of
many shades and colors become substitutes for the traditional role money plays as a
store of value. That's the inevitable result of the Fed's efforts to flood the economy
with devalued money.

Claus: And that's why they're buying gold.

Martin: Which leads me to this question we often get from our readers: Won't
central banks prevent — or at least moderate — the rise in gold by simply unloading
some of their gold hoards on the marketplace?

Larry: No. they're going to do precisely the opposite, which takes us to our next
forecast:

Forecast #4
Gold will reach $1,500 if not higher as
central banks help drive up its price
with massive new buying of their own.

Martin: When do you see this beginning in a big way?

Larry: It already is! China is actively buying gold, boosting its gold reserves from
600 metric tons to 1,054 metric tons — a 76 percent increase since 2002. India has
just spent a whopping $6.7 billion to scoop up 200 tons of gold from the
International Monetary Fund.

Martin: But how big is this in the context of the broader global market for gold?

Larry: Are you kidding? It's equal to roughly 8 percent of all the gold mined in the
entire world each year. Meanwhile, in addition to central banks, you've got a rush of
private investors buying gold. Demand for gold investment products like ETFs soared
to a record 1,732 metric tons of gold in the third quarter, $55 billion of gold. All this
buying is converging right now. And this is the most obvious factor that will drive up
gold in 2010.

Martin: Now, 27 percent of our readers said gold could rocket to somewhere
between $1,500 and $2,000. And nearly 8 percent said $2,000 or higher.

Larry: Well, they're right on, in my opinion! But it won't be a one-way street. Before
going that high, an ounce of gold could dip below $1,000. If it does, it will be a huge
buying opportunity, a true gift for gold investors. I've said this many times before
and I'll say it again: Every ounce of gold bullion you can buy for less than $1,000 an
ounce should be seen as a great bargain.

Martin: Claus, what about oil?

Claus:

Forecast #5
The overwhelming majority of oil producing nations
will demand that the U.S. dollar be replaced as the
pricing standard for crude oil.

Martin: In past OPEC meetings, the debate was always about how to lower or raise
the price of oil.

Claus: That will not be the big issue in 2010. More than ever before, oil will be
driven by free market forces, and more than ever, the rise in oil prices will be tied to
the fall in the U.S. dollar. As the dollar falls, the demands to replace the dollar will
get louder and more unanimous. And as those demands grow in strength, you'll see
more and more upward pressure on oil prices.

Martin: Gentlemen, please be more specific about what that will do to the price.

Larry: Here's my forecast, based on my work with the Foundation for the Study of
Cycles: In 2010, the price of oil will move into a new, higher, and broader trading
range — $110 on the high end, $70 on the low end.

Martin: So you don't see oil making new highs in 2010. Why not?

Claus: Because of the weak demand for energy from the largest economy in the
world, the United States. Yes, the U.S. economy is recovering. And yes, the recovery
could last well into 2010. But here's our forecast:

Forecast #6
The U.S. economic recovery of 2010
will go down in history as one of the
weakest and shortest in 100 years.

Mike: Never forget: There are currently 27.4 million unemployed or underemployed
workers in the United States.

Never forget: Banks are clamping down on credit cards, tightening standards for the
last nine quarters in a row, according to the Fed's own surveys. Also never forget
that more than one in five U.S. homeowners has lost all their equity in their home
and is upside down on their mortgage.

Plus, now you throw rising gasoline prices and surging heating oil prices into the mix
and you're left with a perfect storm for a very large proportion of American
consumers: No job security. No credit. No home equity to tap. And to add insult to
injury, rising energy bills.

Claus: In contrast, when you look overseas, you see an entirely different picture:
Forecast #7
The economies of Brazil, China and India
will grow up to four times faster than the U.S.

For the most part, their consumers are not threatened by record unemployment, are
not overly reliant on credit cards or home equity as a source of spending power ...
and are not directly impacted by rising energy.

In the U.S., even if the recovery holds until the latter part of 2010, I don't think
you'll see growth of more than a couple of percentage points. Meanwhile, Brazil will
grow by nearly 5 percent, India by 7 percent and China by almost 9 percent.

Martin: Based ...

Claus: Based on official government sources, which, in at least two of those

countries, have often understated the actual growth.

Martin: Tony, can you help us there? By the way,

I understand you've now moved back to Asia
permanently?

Tony Sagami: I was born in Japan, and moved

to the U.S. as a child, and now I'm back living in
Asia as an American citizen ... and loving every
minute of it ... although I sure miss the U.S. But
to answer your question about the global stock
markets, I have all the information here at my
fingertips, which brings me to ...

Forecast #8
Stocks in countries like China, India and
Brazil will rise up to three, four,
even FIVE times faster than the S&P 500.

The immediate reason is quite simple — China's $586 billion stimulus plan is working
like a charm. China didn't have to borrow a dime to finance that stimulus. And unlike
the U.S., which used trillions to buy out worthless sub-prime debt, China spent its
stimulus money on highways, airports, dams, utilities, bridges, shipping ports and
more. Not only has this created millions of jobs, it has created a foundation of
productive infrastructure that will keep the Chinese economy humming for years to
come.

Larry: Look. This is not just about one year or even one decade. We are in the first
years of one of the most powerful mega-cycles in the history of civilization.

Martin: I know exactly what you're talking about — the work you've done over the
years with the Foundation for the Study of Cycles, which you presented to us in an
earlier event this year.
Larry: For those who may have missed it or who need to refresh their memory,
could you run some key highlights of our session with the Foundation's Director of
Research, Richard Mogey?

Highlights of Our Event with Richard Mogey,

Director of Research for the
Foundation for the Study of Cycles.

The time is the 1930s, and we're back in the Great Depression. President Herbert
Hoover could not have dreamed of a more adverse environment to begin planning
his re-election campaign — not even in his worst nightmares.

The public and the press demand to know who or what was to blame for this
catastrophe. To survive, the Hoover Administration would have to give them
answers.

But the president knows that just any answer will not suffice. Only a credible,
exhaustively documented, scientific answer could have a chance of restoring the
public's faith in his administration and in the U.S. economy.

And so, Hoover turns to a scientist he trusts — a Chief Economic Analyst in the
Hoover Administration ... named Edward R. Dewey.

Later Dewey will create a nonprofit foundation. And with this foundation he and his
successors will continue a 78-year quest for the mysterious forces that drive the
economy and investment markets, joined by many of the best minds from Harvard,
Yale, Princeton, Oxford, Temple University, Western Reserve and other globally
respected institutions.

The mission of the foundation is championed by men at the very pinnacle of the
scientific establishment — Charles Greeley Abbott, the Head of the Smithsonian
...William Cameron Forbes, the Chairman of the Carnegie Institution ... Wesley Claire
Mitchell, Founder and Director of the National Bureau of Economic Research...

A former Vice President of the United States — General Charles G. Dawes — joins
Dewey's Foundation. So does Senator Everett M. Dirksen.

Richard Mogey: Dewey discovered a very simple reality — that in modern,

industrialized nations, economic expansions and contractions occurred in regular,
PREDICTABLE patterns.

Larry: In regular waves — CYCLES!

Richard: Exactly!

Larry: I've put together a short list of some of the most outstanding calls in major
markets.

Richard: Forecasts of key turning points.

Larry: Yes, the foundation alerted investors to

• the June 1973 high in soybeans ...

• the January 1980 high in silver ...

• the March 1981 high in crude oil ...

• the September 1981 high in interest rates ...

• the August 1982 low in the stock market, and ...

• the great Crash of 1987 in the stock market.

Richard: These were all very major turns in the history of
markets.

Larry: The Foundation forecast ...

• the massive bull market in stocks, 1995-2000 ...

• the bottom in oil, February 1999 ...

• the historic low in commodities, June 2001 ...

• the all-time high in stocks, September 2007, and ...

• the March 2009 low in the stocks

Congratulations, Richard. This is why Weiss Research has entered into an exclusive,
strategic alliance with the Foundation to help give our readers direct access to this
valuable timing information.

Richard: Thank you! We also have a much longer, 500-year geopolitical cycle — a
major power shift from East to West or from West to East, which is the case now.

Now, we return to our "11 Startling Forecasts for 2010" ...

Martin: That was fascinating, Larry. Congratulations again on introducing us to the

Foundation. What I find most remarkable about all of this is not just how accurate
the Foundation has been in timing the market, but also how broad their vision is of
the future — particularly the 500-year cycle of the massive power shift from West to
East.

Larry: We are just in the very early stages of that shift. And clearly, it's not just
about a shift of power. It's also a shift of capital, wealth and investment
opportunities. It's a wealth shift from economies that are bogged down in debts,
deficits — and denial of the dire disasters all around them — to economies that are
rich in cash, rich in commodities ... and full of confidence in their future. This is
probably the most important, the longest term and the sustainable megatrend of our
time.
Martin: What does that mean for global stock markets in 2010?

Claus: Here's our forecast:

Forecast #8
Stocks in countries like China, India and
Brazil will rise up to three, four,
even FIVE times faster than the S&P 500.

The S&P 500 could rise 20 percent further in the first half of 2010. But as investors
begin to realize how weak the U.S. recovery truly is, it's likely to give up AT LEAST
half of those gains in the second half.

So by December, if the S&P is still up 10 percent for the year, it will be a minor
miracle. In contrast, don't be surprised if major foreign markets are up by 30
percent, 40 percent or even 50 percent for the year ... three, four or even five times
more than the S&P 500.

Martin: Mike, you told me before this conference that you had some strong numbers
that illustrate how this has happened in the recent past.

Mike: It's actually quite consistent. When stock markets are rising, most foreign
markets outperform by HUGE margins. So far this year, for example, the S&P 500
has risen by 21 percent. China's Shanghai Stock Exchange Composite Index is up 75
percent, beating the S&P by factor of 3.6 to one. India's BSE Sensex index is up 79
percent, beating the S&P by a factor of 3.8 to one. And Brazil's Bovespa Index is up
139 percent, over SIX times better than the S&P.

In 2007 overall, the foreign markets did equally well — India up 65 percent, Brazil up
72 percent, and China up 110 percent. But since the S&P rose only 3.5 percent, the
relative outperformance is far greater: India, almost 19 times better. Brazil almost
21 times better. China thirty-one times better!

So clearly, a forecast of three, four or five times outperformance in 2010 is not at all
unreasonable, given the historic precedents.

Martin: Just remember that this is a double-edged sword. Volatility to the upside
comes with volatility to the downside. Would anyone venture a guess as to which will
do the best of all?

Tony:

Forecast #9
The best performing stock markets in 2010
will include Indonesia, Thailand and Vietnam.

I just completed a five-day fieldtrip to Indonesia, and I was blown away by what I
found. Indonesia has the fourth largest population in the world and is growing like a
weed. It just reported that its economy grew by 4.2 percent in the third quarter and
that's on top of 4 percent in Q2. That makes it the THIRD fastest growing economy
in all of Asia, just behind India and China.

Indonesia is extremely rich in natural resources, especially oil and coal. How rich?
Many people don't realize that Indonesia was the only Asian member of OPEC until it
voluntarily withdrew last year. You know why they withdrew? Because their economy
was growing so fast and they were making such good use of their own oil, they didn't
need to export it any more. OPEC stands for Organization of Petroleum exporting
countries. So if they're not exporting, why be a member?

Martin: You've recently been to Taiwan, Hong Kong, Macao, mainland China, Japan,
India ... now Indonesia. Where are you going next?

Tony: My next trip is to Xian, China. There are over 100 Universities there and they
produce the most engineers of any city in China. That gives them a wealth of talent
in technology and engineering, and I am going to visit two companies in particular
that tap this talent.

From there, I'm going to Hanoi and Ho Chi Min City. Vietnam is taking aggressive
steps to open up its economy. It has recently been privatizing companies and
property rights. It's taking some very broad measures to boost the liquidity of its
stock market. Its market is another prime candidate for #1 outperformer next year.

Larry: And Thailand, despite its political problems, is one of the most undervalued
markets in Asia, with many stocks trading at less than their book values! Plus,
there's a vast amount of new Chinese money going into Thailand, buying property,
buying banks, buying every major asset they can lay their hands on. Which leads us
to sovereign wealth funds.

Monty: As you know, major sovereign wealth funds are essentially the national
pension funds of some of the world's richest nations, and my forecast is quite
simple:

Forecast #10
Sovereign wealth funds of Asia will become far more aggressive buyers of
contra-dollar assets in 2010, helping to drive up their values at a much
faster clip than generally expected, especially in Asia.

Just the top ten Sovereign Wealth Funds in the world have nearly $3 trillion in
capital. More than 80 percent of that capital originates from the Middle East and Asia
— and more than 70 percent of that capital is going into natural resources, which are
contra-dollar assets.

Larry: What most people don't realize is that the sovereign wealth funds are also
global trendsetters. When they start gobbling up natural resources, other companies
will follow their lead and do the same.

Sean Brodrick: Which leads us to our next forecast:

Forecast #11
Expect a MASSIVE new global boom in mergers
and acquisitions, focusing on small- and
mid-cap natural resource stocks.

We just saw Goldcorp gobble up a company with

gold mining operations in Mexico by the name of
Canplats for $238 million. And this acquisition was
driven by a wave that will lift a lot more small
boats, targeting not only gold, but other natural
resource like oil, silver, copper and more. The
wave I'm talking about is that the large producers
can't replace their production fast enough.

And it's accelerating. Bear Creek Mining bought

three gold and silver exploration companies in
South Peru. El Dorado Gold bought Sino Gold in
China. Jin Shan, based in Canada, recently
merged into a larger Chinese miner.

Tony: I have another one:

Bonus Forecast
2010 will bring a NEW phase in Asia's
real estate boom — a boom which is
both broader and far more sustainable
than America's real estate boom of the 2000s.

Martin: Where in particular?

Larry: I travel throughout Asia. I bought a property here in Bangkok just SIX
months ago, and it's already up 35 percent. So I can answer that question based on
first hand information. Real estate prices will naturally be highest in major urban
centers where population density is the greatest and real estate is in the tightest
supply: Hong Kong, Singapore, Shanghai.

Martin: Gentlemen, this is fascinating. But most investors can't travel all over Asia
like you do. And even if they could, how are they going to buy Asian real estate?

Tony: Are we ready to start naming specific investments?

Martin: Yes!

Tony: In the past, it would have been almost impossible for the average American
investor to profit from a real estate boom in Asia. Today, it's just a matter of buying
the right exchange-traded funds — simple ETFs. ETFs are traded on U.S. exchanges.
You can buy ETFs with deep discount commissions, or even zero commissions. And
you can do it in any standard brokerage account or IRA.
Martin: What about ETFs for Asian real estate?

Tony: You can use IFAS. This ETF owns shares in some of the biggest commercial
property developers throughout Asia, including China, Singapore, and Japan.

I have personally visited real estate developments in Shanghai, Beijing and all over
China, and that's where I think you're going to get the biggest bang for your buck.
I'd love to take readers on a tour with me to see some of them — and the HUGE
demand for them — first hand. But I don't have to.

You can buy a stake in China's real estate with the Claymore/AlphaShares China Real
Estate ETF (symbol TAO). This ETF owns companies like Wharf Holdings Ltd. and
New World Development, which develop malls, office buildings, and other
commercial projects in China.

The main point I'd like to make is that there are ETFs for each and every one of your
forecasts, and for nearly all of them, the market
liquidity is excellent.

Martin: Forecast #2 was a continuing, virtually

unstoppable long-term decline in the dollar. What's
the simplest vehicle for profiting from that trend?

Bryan Rich: Currency ETFs. ETFs that never buy a

share of stock, never buy a single bond. ETFs that
invest strictly in foreign currencies themselves. These
ETFs allow you to profit from the appreciation in the
currencies against the dollar. Plus, in several cases,
you get the benefit of a higher yield.

For example, the Australian dollar ETF now gives you a full three percentage points
more than U.S. Treasury bills or U.S. money markets. The Brazilian real ETF pays
you over EIGHT percentage points more!

Martin: The next actionable forecast was gold heading for $1,500. What instruments
to do you recommend?

Larry: If you don't own any gold, decide how much you want to allocate to gold and
buy half now, half on a pullback. But don't put most of that allocation in bullion coins
or bars. You'll have to pay a hefty premium. You'll have the costs and hassles of
storage. It's simply not for most of your money.

Instead, I use the SPDR Gold Trust ETF (GLD). It's far more flexible and practical.

In addition, every investor should hold shares in gold miners like Newmont, symbol
NEM, and Barrick, symbol ABX; plus some juniors, like Agnico Eagle, symbol AEM;
IAMGOLD, symbol IAG; and another up-and-coming company, Jaguar Mining, symbol
JAG.
Martin: Forecast #5 was a higher trading range for oil, up to $110 per barrel but
NOT new all-time highs. To me, that implies a strategy that also has a strong income
or dividend component.

Nilus Mattive: I like Master Limited Partnerships like Kinder

Morgan Energy Partners (symbol KMP) and Energy Transfer
Partners (symbol ETP), which have dividend yields of 7.6 percent
and 8.1 percent respectively. Or, if you want to get broad
diversification in MLPs with one shot, you can use the MLP &
Strategic Equity Fund (MTP), which pays an annual yield of 5.7
percent.

Martin: The next actionable forecast was on the strong potential

outperformance of stocks in countries like China, India and Brazil.
What are the best vehicles?

Tony: There's a solid ETF for each one. Plus, beyond ETFs, I think the best way to
invest in China is to concentrate on the two C's ... Construction and Chuppies —
Chinese yuppies. And my favorite stocks for these two sectors those trends are
Duoyaun Global Water (DGW) and New Oriental Education (EDU).

Martin: Last actionable forecast: Big mergers in small- and mid-cap resource
companies.

Sean: One of the hottest regions right now is Argentina and Chile, where I've been
hopping around for the last eight days virtually nonstop on twin-engine puddle-
hoppers, micro buses, pick-up trucks, hiking —in the Andes, in Patagonia. That's
where my favorite Latin American gold miner has two of its most promising
exploration projects. The one in Patagonia is called Cerro Moro where they're finding
bonanza-grade veins — 13 grams of gold per ton of rock mined ... 56 grams of gold
per ton, 550 grams per ton.

Martin: How does that compare to other mines?

Sean: They have to do a lot more drilling to prove it up, but look, there are mines all
over the world going into production with less than a single gram per ton.

Martin: You never gave us the name of the company.

Sean: It's Exeter Resources, traded in Toronto and on the Amex. Plus, they have
another huge project in Northern Chile, which I just visited, which could one of the
largest undeveloped gold resources in all of Latin America. The kicker is that this
company's valuation is based almost exclusively on this second project. So the first
project is like a free, extra bonus.

Monty: Gentlemen, I've been listening carefully throughout this hour and I'd like to
give you my evaluation of what I've heard, if I may. I have managed Asia-focused
hedge funds for quite a few years — in Tokyo, in Singapore, in Hong Kong ... and
most recently in the U.S. Hedge funds are avid but also very skeptical buyers of
research. So I think I can recognize good work when I see it, and I want to
compliment your team for bringing together the essential elements of investment
success: On-the-ground research — not just in some ivory tower on Wall Street, but
also in the trenches overseas. Timing, with the Foundation for the Study of Cycles.
And diversification, with a team of specialists, each in their individual sector. The
only thing I would add to that, as I've stressed from the outset, is to track closely
what the giant sovereign wealth funds are doing. Follow them closely, and you
should do very well in 2010.

Martin: Gentlemen thank you very much, you have brought to the table a wealth of
investment ideas ...which leads me to something I have been wanting to say directly
to our most loyal readers for quite some time.

I have your emails and blog comments. I have been thoroughly briefed about your
phone calls. I love your compliments, and I also very much appreciate your concerns
and even your complaints

Please correct me if I'm wrong, but the message I take away is that you'd like the
research and investment ideas of all the experts on this team.

You want open access to the entire group without paying for this or that news letter
like most investors typically do.

I hear you. I want to give you what you're asking of me ... and more. I want to do
everything I can to help you ensure your future investment success — not only to
take advantage of our startling forecasts for 2010, but also to continue doing so in
2011, 2012 ... and the entire new decade that is about to begin.

So earlier this year, I gave my Weiss Research staff the challenge to create a very
special membership program with the following parameters:

First, it must be for your core funds — no investment recommendations for options
or fast-paced trading, but strictly recommendations that make sense to the
mainstream investor, and that can go into any standard brokerage account or IRA.

Second, it must cost LESS than the total cost of all the newsletters for just one year
(not based on their list prices, but based on their discounted prices).

Third, and here's the big breakthrough: It must be forever! I hate asking you for
your renewal every year just as much as you probably hate paying for renewals
every year. How can we do away with that? Well, when you join a country club, you
never have to renew. You buy the membership once and that's it. The same concept
here is the same.

Fourth, each year brings change, and to adapt to that change, we are continually
adding new, exciting newsletters. So any new, future newsletters that are dedicated
to your core funds will also be included.
Last, as an incentive for you to join us and get ready before we march into the
amazing year ahead, I asked my team to offer a hefty Charter discount for those
who join before year-end.

That, I trust, addresses all of your hopes and requests, and if you'd like to learn
more, click here.

I also trust you have gotten great value out of this program today. I personally find
this live video streaming to be a great way to stay in close touch with you and talk to
you directly in a way that I can't always achieve with the written word alone. So
much so, that I want to do this more regularly and in a way that is easier for you as
well.

So as part of your VIP membership in our inner circle, you will also get access to our
regular TV show we're launching next year.

I look forward to seeing you there.

And in the meantime, we'll send you more specific details on the VIP membership
program.

Thank you again for joining today. Have a good day and a great 2010!