Forget about Inevitable, or even Imminent, Focus on What's Happening Now

This "happening now" focus is something that has guided my investment decisions for years, but INN's Charlotte McLeod picked up on my new way of explaining it: empiricism over rationalism in securities analysis. This is far more important than the latest stock tip, so I was glad she asked. But of course, we have to go over how I'm applying it today; what's happening now that I'm willing to bet on with my own money. (Hint: Gold, silver, and uranium are at the top of the list, though I look forward to buying more copper, oil, and other key commodity plays in due course).