With all the recession news and the Fed pumping billions of dollars into the economy this can only lead to one thing - the devaluation of the US dollar. This will lead to commodity prices to rise so watch for gold, oil, and agriculture products like corn, wheat, sugar to all get more expensive. Basically as the US dollar falls these hard assets will rise. Eric Bolling wrote a good post today Commodity Opportunities Abound on The Street about this same reasoning.

So in 2009 I will be mostly trading these gold stocks and ETFs: GLD, DGP, AEM, HMY, RGLD, ABX, GOLD, AZK,

For oil related securities I like to trade DXO, USO, XLE

For commodities related securities I like to trade DBA, DBC