Central Fund of Canada Limited (USA) (CEF)

It's commodity!

Dollar crash

You'll hear buzz that we aren't seeing the inflationary effects of the Feds quantitative easing policies...but that's not true. Just look at the spike in the stock market. Indicies are up nearly 40% with no breather room. Certainly, equities were undervalued at just above 6K, but to add 4K back--with no pauses for consolidation--with earnings flat or (in many cases) non-existent...says that easy money is finding its way into the stock market. Watch for BRIC to continue dollar diversification--declining dollar value and increased commodity value accordingly.

CEF is going all in from $2.7B with record gold prices and adding another billion by having the COMEX honor the Physical Delivery.....
Kudos to John Embry for taking matters into his own hands.

Canadian trust holds gold and silver bullion in Canada.

What I use in place of a money market fund.

This account tracks the performance of newly minted 4 star stocks - 3 star stocks that recently turned in to 4 star stocks.

Gold

Logic.

It pains me, but i have to say i have lost all faith in the good ol USD. Either we inflate our way out of our debt, or disaster strikes. If the former, i preserve a little wealth. If the latter, i imagine ill have bigger problems than my portfolio.

Silver is way undervalued. Take advantage of coming run up in prices with a fund which is backed by actual physical precious metal inventory. It's there - in a vault. It's the real deal , not smoke and mirrors.

Ag/Au

Because currency is just paper.

Physical gold and stored outside the US as a hedge play

As with GLD, I also expect gains from CEF; but unlike GLD, CEF holds both gold and silver. While I remain bullish on gold, I fear that silver won't catch up and this could weigh on CEF's performance. Nonetheless, I'll hold for the next few years and take whatever gains this stock brings.

If you believe in impending inflation, then you believe in CEF.
I'm a big fan of TMFSinchiruna/Christopher Barker, so its no surprise I've come to like this stock. Here are some well-thought and well-stated reasons, laid out much better than I could hope to do myself...
http://www.fool.com/investing/general/2009/04/03/an-asset-more-precious-than-gold.aspx
http://www.fool.com/investing/general/2008/12/31/gold-will-be-fine-in-2009.aspx
http://caps.fool.com/Blogs/ViewPost.aspx?bpid=200839&t=01006124249416869148
http://caps.fool.com/Blogs/ViewPost.aspx?bpid=204932&t=01006124249416869148

Well once again this is a Defensive Play , To help cover for inflation, thus Gold is the Hedge . This is a good place to start with the Pure Gold Holding for a longer term hold.

We are going to have inflation. I expect the stock market, in general, to get hammered. Tangible assets (IE gold) will weather the storm better than the stock market.

Inflation