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).