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Smart Commodities UK


If you could foresee every major investment trend... how rich would you be today?

One line – I call the 'SMI' line – has pinpointed EVERY major investment trend of the last 207 years

If its next call is correct – and you have exposure to the five 'power trends' detailed below – your wealth could multiply for the next 20 years, starting right here in 2008

Let me explain...

Dear Investor,

Stock market trends repeat themselves, often in startling ways. But you can know in advance... you can understand... and you can position yourself to profit from these predictable patterns...

This letter will show you that by making just five specific investments today in what, I believe, will be the 'power trends' of the next 20 years, you could see your wealth grow substantially, not just into the next year... but for decades to come... even if the general trend of 'normal' equities is down... the housing sector crumbles... and the economy enters a global recession.

Put simply, this strategic intelligence alone will place you in a tiny pool of investors who know precisely where the smart money is about to go.

You'll want to be positioned to ride the trend up to its stratospheric heights.

This could be your best chance...


Reaping tremendous wealth: 2008 and beyond


For many people we're entering very worrying times. But for the clever few it'll be the most exciting and most profitable.

You see, the world is shaped by big, powerful forces or trends that nobody can control and that 99.9% of people don't even see.

However, if you can know WHAT those trends are (and the best way to ride them) you CAN reap tremendous wealth.

Usually these forces are driven by one thing... change .

Fundamental change in the balance of the world around us. Global wars, the Industrial Revolution, major innovations in technology, transport and communications are just some of the factors that bring about these long-lasting power shifts.

And right now not one but three major forces are driving what could be THE BIGGEST 'boom cycle' in the last 207 years... sparking a price surge that could make all preceding booms pale in significance.

These forces are unique to the economic conditions we face in the 21st Century. And they're creating a power shift that could immediately impact the way you live, the world you live in and the way you invest, protect and create your wealth forever.

There will be many symptoms of this great trend...

For one, life could get infinitely more expensive. More expensive than at any other time in history.

With every bill you pay... every basket of food you fill... every litre of fuel you buy... your wallet could be hit. The 'things' we need to live, the basic materials of civilisation, which make our economies tick, will get scarcer too.

But big money is going to be made at the same time .

Before you can find it, there's ONE crucial thing you need to know...

You see, in 1800 people didn't realise they were in the midst of the Industrial Revolution. The new class of millionaires it created were oblivious as they gobbled up the supply of materials and resources needed to ramp up their businesses and feed production. Years later someone came along, gave it a name and explained what had happened.

People didn't know in 1913 that they were on the verge of the most deadly war in history... where the supply of everything from oil to coal to food would become so restricted that families couldn't even feed and clothe their children. Even so, many thought as soon as the war's over, things will get back to normal.

During the oil shocks of the 1970s dramatic increases in oil prices simultaneously brought financial windfalls to oil-producing countries... pushing the price of a tank of petrol to record highs... sending the dollar crashing and inflation through the roof. Most analysts shrugged it off as OPEC flexing its global muscle.

They didn't know that there is a 'price cycle' that massively influences what goes up and what goes down. Since 1801 there have been seven of these cycles... each one averaging 15 years, the longest around 25 years.

There were four major cycles in the 1800s, two over the first half of the 20th Century... the last ending in 1982.

If you want your investments to make you money in today's climate of fear and uncertainty you need to know where we are in the 'price cycle' now... to predict the 'power trends' of the future..


The power of one simple line


They say a picture is worth a thousand words. So I'm going to save about 975 words and show you what I believe is the best picture of where the big money is most likely to go...

Not just for the next year or two... but, by my calculations, every year for the next 20 years at least!

Focus on the red line going through the middle of the following chart for a moment.

smart commodities

I call this my 'Smart Money Indicator' or SMI line. Because it tracks what I believe is the most important big money market right back to 1801: The commodity price cycle.

Now let me just take a short moment to explain how this shows the 'big picture'. Because, frankly, my five 'power trend' investments within this cycle are worthless if we have the big picture wrong.

The cost of commodities - like the cost of anything - rises over time. This is called inflation. One hundred pounds in 1801 would have made you a very wealthy man - today it might get you a night out and a taxi ride home.

So to understand how expensive commodities are, compared to how expensive they used to be, we need to do more than just look at how much they cost in dollars. We need to do what's called an 'inflation adjustment'...

The blue line on the chart above shows commodity prices 'adjusted for inflation' since 1801. As you can see, it shows that since then commodity prices have followed 10- to 20-year cycles where they will first dramatically rise, then fall.

Now compare these to my red SMI line... you'll notice this is a kind of 'low water' mark for commodities. Each 'peak' my SMI line touches is the minimum high-point of each cycle going back 207 years.

In other words, it reveals the minimum level we can expect commodities to reach in a boom.

We can see, for example, that commodities were very expensive during and shortly after the two World Wars. This, of course, makes perfect sense. War creates intense demand for raw materials, as well as making their supply more difficult.

But it's by looking at the far right side of my SMI line that you'll really begin to see the bigger picture...


And right now it's boom time!


This shows that commodities are nowhere near overvalued... in fact they're actually historically CHEAPER than they've ever been before. There's still massive headroom between where they are now and where my SMI line tells me they should be heading.

They're not even a quarter of the way to their 1970s peak (which is the minimum level I expect them to reach over the course of the next 20 years).

If I'm right, and you steer your investments exactly as I'm about to suggest in this report, you could have up to two decades worth of profits still to come! Possibly even more...

Jim Rogers, former partner of George Soros, told CNBC: "In the 1970s, gold went up 600% and then it went down 50% over a two-year period only to turn around and go up another 800%... I am not selling any commodities, even if they go down 30%-40% because they will be going back up later."

The bottom line: Commodities have a long, long way to go. In fact, the economic conditions for a long-term secular bull market are riper now than ever before.


Three major forces that could make the 1970s commodity boom seem like a tea party in comparison!


Okay, I'll admit it... I actually enjoyed the 1970s. Everyone looks back at their childhood with rose-tinted specs. But I wouldn't like to go back there. Not for one second!

Unfortunately, it appears the world around us has other ideas...

I'm not talking about drain-piped, tofu-munching hippy sandal wearers dancing around the streets with 'I love everyone' placards tied round their heads with organic banana leaves...

I'm talking about inflation. If you remember the 1970s, then you know skyrocketing oil prices can ramp inflation through the roof. Back then OPEC embargoes forced oil prices from $5 to $40 a barrel (equivalent to $142 today). But this time, oil supplies are not tightening for political reasons - there simply isn't enough of the stuff left. And that's the case right across the resource spectrum...

Consider the following...

  • Governments all over the world will HAVE to spend a shed load of money!

Not only are they fighting wars all over the world in Iraq... Afghanistan... we, in the West, are locked into the War on Terror... and it's costing billions. And that's on top of the money we need to spend at home. The US alone needs to spend a staggering $1.8 TRILLION on fixing its roads, bridges, flood-defences, transport systems and water networks after years of next-to-no investment. Then you have the emerging economic powerhouses to take into account... China, India, Vietnam, Singapore, Venezuela all finally have some money to spend fixing themselves up! And they ALL need natural resources to do it, which brings me nicely to the next point...

  • China is gobbling all the raw materials than it can get its hands on. Chuck India and the rest of Asia into the mix and heck... that's 3 billion more people on the planet!

China consumes 47% of the world's cement, 26% of its steel and aluminium, 33% of its iron ore and 22% of its copper. Not only that, it's the world's number one consumer of copper, zinc, tin, rubber, cotton and wheat. Five years ago, China imported virtually no oil - it was self-sufficient. But as China's economy has surged ahead at 10% a year, its own supplies of oil have begun to dry up. The only option has been to import...

The BBC reports: "From zero 15 years ago, China last year (2005) became the world's number two oil importer. Go out on the streets of Beijing and you can see why. Fifteen years ago, the roads were empty, save for the constant stream of bicycles. Today they are jammed from morning to night with close to three million private cars. By 2020 China will have 140 million private cars, more even than the United States."

And now the rest of Asia is awakening too...

Mike Burnick of Global Market Investor states: "The emerging world has an upwardly mobile population - over three-billion strong and on the way up. And they're all seeking a higher standard of living. That's the key demand driver..."

  • The current supply-and-demand balance for the world's resources is way out of whack.

It's simple economics: Soaring demand + shrinking supply = rising prices.

There's only so much coal you can mine... only so many soybeans you can grow... only a certain amount of oil you can drill for. And this supply problem is made all the worse by decades of underinvestment in production when commodity prices were in the 20-year 'down cycle'.

Demand is increasing at an astonishing rate - there are 2.8 billion more people in the world today than in the 1970s and they are getting richer. They want cars, mobile phones and homes. All these things require commodities.

In fact, everything about having a modern society depends on them. They heat our homes, build our cars and fill our stomachs. In fact, without billions of pounds invested in raw materials... exploding economies like China and India... and even those of the UK and US... would grind to a screeching halt.


So, why am I telling you all this?


Here's the thing...

Billions of pounds have already chased this asset class over the last six years.

We've already witnessed the power of this phenomenal price shift. Quite frankly, you must've had your head in the sand not to have heard about a boom in commodities.

Copper has surged 300% over the past five years alone. Since 2001, oil prices have climbed 250%... gold has more than doubled.

But that's nothing compared to what I believe is in store for 2008 and beyond as phase two of this super cycle takes the markets by storm.


Recession or not: the long-term fundamental reasons to invest are all there


Broker projections for 2008We've already seen world-wide stock markets get hit over the last few months and there's much talk of a recession. Inevitably commodity prices have dipped and it's very likely that they will be volatile throughout 2008. Hedge funds may panic and sell anything they're holding - but that would be foolish, especially for investors interested in where the smart money is going...

Because the fundamental reasons that make commodities attractive today are EXACTLY the same as they were in 2001.

With the global population soaring and Asian economies ramping up demand, commodities with limited availability will remain attractive... even more so in the long-term because you should be able to hoover-up certain investments with stunning potential at bargain prices!

Just listen to commodities billionaire Jim Rogers:

"...temporarily it'll cause a slowdown in commodity demand, but that makes the long-term bull case even greater because if all of a sudden the commodity producers think, "Well, this is not real," then they're not going to go out and open that new zinc mine and they're not going to go out and look for that expensive oil. They're not going to spend a lot of the money they might have spent otherwise.

"So it just prolongs the whole secular bull market... You have corrections and consolidations in every bull market no matter what the asset... That's the way markets work. Nothing goes straight up... So if commodities go down for a quarter or a year or two, it's not the end of the bull market. As I said earlier, it's probably going to make it even last longer."


An investment 'bumper harvest'...


What the 'SMI' line shows is that the easy money has already been made in this almighty bull-run. If I'm right the BIG money is still to come. And boy could it be big! But it won't be easy finding it. I'd like to show you where to find it.

In my view, more money than we ever thought possible will pile into certain specific markets - five in particular - or an already shaky US economy will go bankrupt taking us down with it, the Chinese miracle will end, and other emerging economies will shrink back to third world status.

As a private investor you have two choices:

Prepare and realign your portfolio NOW... or miss what could be the biggest bumper harvest in the investment markets of your lifetime.

Let me show you the first 'Power Trend' ripe for take-off in 2008...


Smart Money Power Trend #1: Gold price at record levels? Pah! You've seen nothing yet...


Right now, gold lovers are feeling pretty darn clever...

Why? Because in the first month of 2008 the price of a mere ounce of the stuff hit an 'all-time record high' of $933.

Tell me then... where is the frenzy in the City that went on back in 1980, the last time prices were this high? Where is the mad rush to cash in on any old bit of gold lying around at home? Where is the drumbeat of gold as the investor's 'safe haven' and saviour of humankind?

Back then no stories about gold were too small to care about, as Jeremy Gaunt, European Investment Correspondent for Reuters recalls:

"People rushed to cash in and have their gold fillings taken out. In America, the high school graduation ring - a knuckle-dusting chunk of a thing - looked at times to be an endangered species as it headed for the gold smelter."

I'll tell you why the 'hoopla' that accompanied gold's record-breaking rise the last time around is missing today - it's all in the SMI line I revealed earlier...


What would you rather believe? 'Analysts' that have got it wrong for the last 6 years... or a proven indicator that has got it right for the last 207?


In 1980 we were at the top of the world price cycle. Today we're only at the beginning. Though the gold price now seems high... the record $850 high it hit on 21 January 1980 is the equivalent of $2,150 in today's prices.

Yet the same pundits, analysts, networks and publications that swore sub-$300 gold was a terrible investment six years ago are convinced gold's latest highs are unsustainable today.

They argue that it's foolish to buy anything at 27-year highs... that 'a gold bubble' is due to pop.

But just as they were mistaken about gold under $300, odds are they're equally wrong today.

Wall Street talks down gold because they make their money from stocks. Governments have never liked gold because it exposes the relentless printing of their worthless paper money.

So it's no surprise that the same establishment that was hyper-bearish on gold every step of the way from 2001 to today still loathes this metal now.


But the fundamental reasons why gold is a 'power trend' are quite clear:


According to the World Gold Council in 2006 demand hit a staggering record of $65 BILLION...

At the same time, production of the metal FELL 13%.

The value of gold jewellery sales rose 14%, even though the volume of gold in shops DROPPED 16%. That means people are paying MORE for it. And as you're about to see, demand looks about to EXPLODE even further...

For the first time since 1949 Chinese citizens can legally buy gold. When the same ban was lifted in America in 1973 the gold price doubled because of the extra anticipated demand. Back then the US population was 212 million. Today's China tops 1.5 billion.

Half the world's gold is consumed by just ONE country. India can't get enough of the stuff. As India's economy continues to grow at an unprecedented rate, demand is set to increase further. In fact, the World Gold Council expects it to increase 60% by 2015.

According to MoneyWeek analyst Tim Price, opinion in the City is unanimous:

"With these economic fundamentals, even a tiny increase in investor interest in the precious yellow metal could produce a MASSIVE run-up in the price."

The fact remains... demand is higher than ever. It's likely to continue. And in times of a crisis and global economic uncertainty there's nowhere safer for your money than gold. Fact. It has real intrinsic value.

Look at it this way: How likely is it that paper currencies - unbacked by gold - will become worthless?

Answer: pretty high.

Goldman SachsAccording to The Business... "currencies come and go, but gold has been a store of value for more than 5,000 years. Gold is rare, but, paper money is not. Presented with an opportunity to churn out extra cash at little expense, it takes a special kind of government to resist. Few seem able to do so."

And how likely is it that a gold currency will lose its value?

It's never happened yet. I don't believe it ever will.

The Business continues... "there is a finite supply of gold. This keeps it honest..."

The current gold bull market started in 2001 - but the run is clearly not over yet. Not by a long shot.

Now I don't know if it will reach $5,000, $3,000 or even $2,000 an ounce. I don't have an exact answer. No one does. But I have a better one than most...

I do know the Chinese are buying. The Indians are buying. I know the price cycle forces that drove up gold 37% last year are still in place: A weak dollar, heavy demand for jewellery in fast-growing Asian economies, tight supplies and its perceived status as a safe asset during times of economic and geo-political stress (the Government's way of describing the war in Iraq!).

So should you go home now, smelt down your wedding ring, buy up all the gold coins you can get your hands on and all the gold bars you can afford?

No. That's not the way to play this. You see, I've found an even better investment to ride this power trend. It's easy to trade, it's cheap, it's backed by real gold stored right here in London. All the details are revealed in a very special and timely report, which I have put together especially for you.

This report, called Five Power Trends to Buy into Now, will be yours at no charge whatsoever. I'll tell you why - and how to claim it - in just a second.

First, let's move on to the second large-scale power trend that could multiply your money in the years ahead...


Smart Money Power Trend #2: The best way to profit from higher oil prices? Buy oil...


Now before you think it... I'm not about to start reeling off theories of 'peak oil' and how Saudi Arabia is lying about its reserves.

You've heard all that stuff before. And as true as it may be, when you can see the bigger picture, and understand the 'price cycle', it all becomes incredibly clear.

So let me bring you very briefly up to date...

According to all the doomsayers, the price of oil will tumble during the next recession... there will be corrections and consolidations in the price of energy... nothing goes straight up every month. Something will happen - with China or who knows what - that will cause a setback.

But remember the cycle...

It'll remind you that in the 1970s, when the economies of the US, Europe, and many other countries around the world went sour, the price of oil rose 15 times.

Supplies were low despite stupendous technological breakthroughs in drilling and production. For the first time ever companies were pumping oil 25,000 feet deep. Massive rigs dotted the seas of oil nations around the world.

And yet even with new oil in Alaska, the North Sea, and the Gulf of Mexico, with revolutionary oil exploration and drilling taking place, oil prices rose phenomenally between 1968 and 1980 - the last commodity price cycle. Coincidence?

Then OPEC opens its doors... more nations come in and oil output increases. Over the next 20 years we're awash with oil. Prices plunge to as low as $10 a barrel. And while the oil industry fails to invest in its ability to find, pump, refine and transport the stuff... the world goes on consuming it, voraciously.

Of course the US economy then grows... the Asian economies improve... and China springs out of the box at a rate of growth more than triple that of the US. Suddenly, there's not enough oil.


And so once again, history is repeating itself...


Oil supply cannot keep up with consumption. And the reasons are simple:

Underinvestment in the capacity to pump, refine and transport oil AND supply that cannot keep up with demand.

ReutersThe International Energy Agency estimates the oil industry will have to invest $69 billion EVERY YEAR in exploration and production during the next decade.

That will mean pouring money into developing new sources of oil, building refineries, fixing pipelines and building new tankers... just to meet world demand.

Even if they do decide to invest some cash, it will literally be years before - indeed IF - we see any results.

Meanwhile, existing fields will continue to be sucked dry and our consumption of oil will get bigger and bigger.

All the oil hikes of the last six years did not affect our consumption one little bit here in Britain... nor in the US. And now China and India will continue to need more oil too. Where will it come from?

As the experts try to answer that impossible question, you, as a forward thinking investor have a few choices...

You can buy a hybrid car, turn down your thermostat, stockpile some new woolly jumpers for winter, and go solar. Or do the clever thing when the oil 'power trend' ramps further up: Buy oil.

How? Before I show you the best way I think you can do this (and believe me - choose the wrong investment and you could get badly burnt), let me break here to quickly introduce myself and explain why I'm writing to you today...


A 144% average gain and only ONE tiny loss over the last 12 months


I'm Garry White. And if there's one thing that I've learned in my career in financial writing, it's that enormous fortunes can be lost - and Garry Whitemade - in times of global economic uncertainty. But if you consider the bigger picture, it is possible to make great returns no matter what.

For the last 15 years 'big picture' investing has been at the heart of my work... as an analyst, editor and hands-on consultant. And that's what I do at Smart Commodities UK.

So far the payoff has been huge. We've seen on average 144% gains on all closed positions in the last year alone.

Readers of Smart Commodities UK,my resource advisory letter, have had the opportunity to cash in on gains like 646% on Suncor Energy... 73% on OMI Corp... 69% on StreetTRACKSGold... and 99% on Tesoro Petroleum.

Of course, none of these can guarantee success like this will continue. In any boom market there will always be corrections, and within that there'll be companies that just can't cut the mustard.

But that's where I pride myself on the thorough research I carry out for each commodity stock I recommend.

Still, investing in shares can be risky. Companies whose shares aren't denominalised in sterling are affected by changes in the rate of exchange - which can affect what your investment is worth and the income from it. And smaller companies are riskier than their bluechip counterparts. There can be a large bid offer spread, which means that if you need to sell them soon after buying them you may get back less than you paid. Also penny shares can be more 'illiquid', so the price may be more volatile.

Of course, all this can work in your favour. But I don't pretend to have a crystal ball, and I can't guarantee that all shares I research and recommend will increase in value. However, I can promise that my readers are the first to know when I think a share is underperforming.

Thankfully, over the last year we've only cut our losses ONCE with a minimal 9% loss on Bronco Drilling. Like I said... it's impossible to get things right all the time!

In fact, you can see our record for yourself... I've published the entire previous 12 month history of all closed positions at the end of this letter, including my average performance on all closed positions for the preceding years.

As you'll see we've chalked up some impressive gains. But there's a lot more money waiting to be made.


A company with a potential value greater than an entire country's ecomomy!


If I'm right, the commodity cycle is only in its sixth year.

And from here on in things will get trickier...

The US is sliding into recession. Britain's likely to follow. The dollar's fast losing its value and American-based companies priced in dollars could feel the sting. If the dollar gets destroyed... energy-dependent industry can be severely affected with some even going bust. Many stocks could go down.

That's the bad news. The good news is that when energy is under the gun, the soaring oil price itself opens you up to all kinds of soaring investments... like the investment I recommend you make to profit from this oil power trend...

Not only could this one company add security to your portfolio when others are suffering from the fallout of a likely recession, it directly benefits from a higher oil price and weaker dollar!

And how about this for the cherry on the cake: If their current objectives all go to plan the value of their business alone will be greater than the entire economy of Australia! It's truly phenomenal!

You can discover all the details of this investment, and my canny way to play the gold boom by letting me send you a FREE no-obligation copy of my special report Five Power Trends to Buy into Now.

The two power trends I've just described could help hedge your current investments, and lock in huge potential windfalls as the commodity bull run re-gathers momentum in the months and years ahead. Now if you'd rather not waste any more time, you can get your own copy of this report and learn about the other opportunities right away... simply complete the priority reservation form on page 19 right now.

Or if you'd like to find out more of what's in this free epic research report, Five Power Trends to Buy into Now, read on and I'll quickly take you through it...


Smart Money Power Trend #3: The lion's share of commodity money in 2008


Inflation is fast becoming a problem. No more so than in the food industry...

Wholesalers have hiked the price of a 10 kilo bag of basmati rice from £18 to £26... restaurants typically get through 150 kilos a week, so their rice bills have soared. Chicken prices have also jumped with a 10 kilo box increasing from £28 to £36.

And it's happening right across the board!

Agriculture is the best place to investA food price index kept by the International Monetary Fund shows that global food costs have doubled just since the beginning of 2005!

No doubt you feel it hit your pocket every time you go to the supermarket... Research shows that on average we now pay 16% more for a trolley of food than we did this time last year alone!

Everything from milk to wheat, flour, barley, sugar and corn is getting hit. Hard. The prices of pasta alone caused all those riots in Italy just before Christmas! Germany, the cheap beer capital of Europe, has seen prices triple over the last few months! And as long as Asia gets wealthier it's a trend that will continue for years to come.

But that's not the only reason the cost of food is going through the roof... it all comes back to oil...

As oil supplies dwindle the search for alternative fuel made from agricultural products intensifies. By 2020 Europe expects 10% of all our energy demand will be met by something called 'bio-fuel' - an alternative fuel made from corn and sugar. In the US, half the cars on the roads will be run on the stuff!

You can just see where it's going...

As bio-fuel production steps up a gear, corn prices rise... as they do, demand for other grains spike as people go for the cheaper product. Meat prices then rise because grain's used to feed livestock... higher meat prices in turn push demand up for fish. As more land gets used for bio-fuel crops, less can be used to supply food, which skyrockets demand across the world (and inflation with it!).

I believe the agricultural markets remain the top contenders to garner the lion's share of commodity money in 2008... but the 'soft' commodities like coffee, cocoa and sugar all stand to make considerable gains too.

In other words... this is a power trend I believe you'd be mad not to have exposure to. And in my exclusive report Five Power Trends to Buy into Now you'll discover the ONE AND ONLY simple investment you need to make to profit from the ENTIRE sector's gains. Remember, it's yours FREE!


Smart Money Power Trend #4: Potentially the biggest long-term power trend the world will EVER see


I'm a BIG fan of uranium, the stuff that fuels nuclear power stations. I like it even more so now that the price of the stuff has had a recent pull back. It's easy to see why...

After big rises in 2006 and early 2007, heavy investment into supply has taken the punch out of demand. But uranium mining is a long and hard process... as is building, running and fuelling nuclear power stations.

According to Resource Investor, the long-term 'prospects for uranium look good'. And I absolutely agree...

Because everything suggests the next move up could begin anytime now. And it seriously has the potential to be the biggest long-term bull market the world has ever seen...

Record-high oil prices, the situation in the Middle East and the lack of new oilfields being discovered have given nuclear a new-found popularity worldwide.

Just consider what my colleagues at MoneyWeek dug up...

  • Japan intends to have 11 extra nuclear power stations up and running by 2010
  • China wants as many as 30 more by 2020. For which they'll need THREE TIMES as much uranium than any other country in the world!
  • India wants to build up to 20 more
  • Russia's energy plans call for at least 42 new nuclear reactors... perhaps as many as 58!

The upshot is: By 2050, scientists estimate the world will need at least 900 more nuclear power plants to keep up with growing energy requirements. Every single new station requires up to 22 million pounds of new uranium, just to get started! And they need it immediately.

Where will they get it?

Currently, production from world uranium mines now supplies only 62% of the ongoing requirements of nuclear power utilities. The rest is made up from rapidly dwindling stockpiles.

The undeniable reality is that demand for uranium is outstripping supply .

In Five Power Trends to Buy into Now you'll read all about uranium's remarkable story. Including all the details on why it's in such short supply... why China is devouring it at a rate of knots... how nuclear sensitivities today will seriously thwart production for the next 20 years... and how, probably when it's too late, all those who opposed it will realise they were completely WRONG.

But most importantly, you'll discover the one investment I believe can help you make maximum potential returns from the long-term uranium power trend.

Last but by no means least, my final insight...


Smart Money Power Trend #5: The infrastructure industry is about to get hit with a $20 trillion tidal wave!


When the ruthless Pharaoh Khufu commissioned the Great Pyramids of Egypt thousands of years ago, no one dared to ask why. The pharaoh had the money and the power... and so three massive pyramids emerged from the dessert sands near Cairo.

A similar story is unfolding today in Dubai, and throughout the Persian Gulf region. But the 'new pharaohs' are commissioning multi-billion dollar real estate developments instead of pyramids.

'Petrodollars' are fuelling a massive building boom. As a result, publicly traded infrastructure companies therefore stand to make handsome profits over the next few years.

And it's not just in the Middle East. The emerging Asian economies finally have some money to spend in their cities too...

In 2007 Merrill Lynch estimated that spending on infrastructure would exceed $1 TRILLION in the next three years, with China accounting for 36%, Russia 16% and the Gulf 13%.

Not only that... the UN forecasts the urban population will expand by one million people per week over the next 30 years - taking the world's urban population up to five billion! Quite frankly, an insane amount of money will need to be invested all the world's cities to maintain power networks... buildings... transport systems.

In their 69-page report Investing in Global Infrastructure 2007: An Emerging Asset Class, Ernst & Young estimates that private sources could account for "10% to 15% ($240 billion to $360 billion) of the capital needed for infrastructure projects annually worldwide"... and it's creating great opportunities for investors...

According to Ernst & Young's Director of Global Real Estate, Dale Anne Reiss... "There are good opportunities to create win-win situations. Governments urgently need funding and private-sector expertise to improve or replace aging infrastructure. And investors can benefit through the steady, long-term returns infrastructure investments can provide."

And get this... America will have to spend the most of all!

While George Bush sends troops to Iraq, a huge problem in his own backyard has been idly allowed to get worse and worse.

It's now SO bad it's set to cost the United States $10.8 trillion! In fact, as we speak a Bill is passing through Congress, which will FORCE through this unprecedented windfall for the infrastructure industry.

I could go on. But I explain everything, in detail, with no holds barred, in your FREE Five Power Trends to Buy into Now profit report. I do urge you to claim your copy now.

It reveals the one investment that's better placed than most for when the TRILLIONS of investment capital starts pumping into the industry.


A simple approach to making money


The money I believe you could make on each of the investments in the free Five Power Trends to Buy into Now is just the beginning.

Smart Commodities UK readers have been piling up gigantic gains over and over again... returns like the 108% we clocked up on Teekay Shipping Corp... 76% on Van Eck International Gold...

In the issues of Smart Commodities UK monthly newsletter... and in the daily email alerts I write to members... investors have also learned how to haul in 21% gains on Chesapeake Energy and some very pleasing 471% gains on American Century Global Gold. Again, see for yourself, my complete track record of the last 12 months is published at the end of this report.

We have a simple approach to making money.

My readers and I believe in something I was told many years ago and have never forgotten. When I first started working in the City in the early 1990s, I was given one piece of advice by an old City gent who had been a stockbroker for more than 50 years...

We were having lunch, and I asked him straight out a very important question - how does someone become rich? His advice was succinct and to the point.

He said that people who want to become rich should choose the right share and tuck the certificate in a drawer. And then forget about it.

There's no exciting system or quick-and-easy fix. You need to buy a good share and wait for it to rise.

The trick, of course, is choosing the right share... in the right markets... in the right trends and, crucially, at the right time.

For the next 20 years minimum, I believe that place is in the very stuff civilisation is built upon!

Oil and gas, precious metals, minerals and steel. Silver, gold, wheat and soybeans...

With the population exploding, economies diversifying and countries like China and India stepping up to the plate 1.5 billion customers strong... I believe there never has been a better time in the history of the markets to make your fortune on real resource investments!

According to my SMI line, we're six years into the commodity price cycle. For me it PROVES that this amazing boom across the resource market is just warming up. And I believe there are literally MILLIONS OF POUNDS IN INVESTMENT PROFITS out there in resources just waiting to be made, recession or not.

The good news is that as a Smart Commodities UK subscriber, you can be there early to make the kinds of returns you probably never thought possible. It's as simple as getting into the right investments at the right time.

I can help you do both. And I'd like to invite you to get started with no obligation as immediately as possible. Let me start by rushing you your no-obligation copy of Five Power Trends to Buy into Now.


Of course, I'm hoping this will be just the beginning of a long run of serious investing successes for both of us


Besides the huge gains you could make investing in gold... energy... agriculture... infrastructure... and the huge returns I expect you to make in dozens of other resource-related opportunities in the months ahead...

I also expect you could make a potential fortune, along with the rest of my Smart Commodities UK readers... from coal, silver, alternative technologies... from undiscovered mining shares... and explosive opportunities in shipping, resources service companies, logistics and so much more.

This is a vital moment in market history. And I've got many MORE incredible opportunities lined up.

I would hate for you to miss them.

Companies few other investors know anything about... companies ready to break away from the mainstream and surge towards huge profits for investors... companies completely free from the dangers that weigh down conventional, better-known stocks.

You can discover five of my best Power Trend picks almost instantly, just by sending for the special investment briefing Five Power Trends to Buy into Now I hope to send you.

Now, I can't promise you profits. Like any investment, there are risks and my past performance can never guarantee future results.

But let me do something else for you, too.

With your permission, I'd like to sign you up to a no-obligation trial offer for my monthly investment advisory letter, Smart Commodities UK. For the first 90 days, if you're not 100% satisfied it will make you money, I will give you your subscription money back - no quibbles, no questions asked.

You commit to nothing by giving it a try. Decide you don't like it and you'll get a complete refund on your modest subscription price... but you'll get to keep all of the FREE investment recommendations you receive in your FREE Five Power Trends to Buy into Now report.

No questions asked. Sound fair? Read the Five Power Trends

I really hope so. Because I can only describe this as a once-in-a-lifetime opportunity for investors to make their fortunes. And I'm seriously hoping you won't pass this opportunity up.

Especially not now. If I'm right about the fate of the world's resources... and what my 'SMI' line clearly illustrates is correct... you can just imagine what else could happen as this commodity super cycle unfolds...

Get ready for the 'Resource War' with Asia: Even with oil prices heading higher and higher in the coming decades, we'll still need our cars, our refrigerators and our electricity. But so will China, India and the rest of Asia. And who can blame them? Their combined population is growing by 10 million every single year. A billion-strong new middle class wants good food... phones... houses - all requiring raw materials to produce. As for oil, we've already seen they're willing to fight for their right to it! Japan and China are already squaring off over oil rights in the South China Sea. The blowout could easily have a knock-on effect, which only means one thing: More pressure on the oil price and other resources!

Brace yourself for the new cold war between the West and Russia: In the War on Terror, the US planted an incredible 19 bases around the oil-rich regions of the Caspian Sea, just north of Afghanistan. The bases are permanent. But Russia also wants free access to those reserves. Then in June 2007 the US announced its plans for further missile defence bases in Eastern Europe. In response President Putin ordered Russian missiles to be pointed at European cities before openly declaring that a "new arms race and cold war with the West had begun". Is this the kind of relationship we need from our number one supplier of gas? I don't think so!

Kiss goodbye to the dollar: The US economy is crumbling under the weight of bad credit and the cost of war. Sensible holders of US Treasury Bills are getting nervous as they see the value of their investments collapse. I expect resource-rich countries to start to move away from the dollar to protect their earnings. However, the falling dollar will boost commodity prices, and continue to produce exceptional profits for those positioned in the right sectors.

Oil as high as $182 per barrel: Matthew Simmons is a former Harvard professor and White House adviser to the Bush and Clinton administrations. Now he's an investment banker who specialises in energy investments and is the author of Twilight in the Desert: The Coming Saudi Oil Shock and the World Economy. In 2004 he said this:

"Oil is far too cheap at the moment... prices are going way higher - $100 isn't very expensive... the figure I'd use is around $182 a barrel."

Even just a couple of years ago the thought of $100 was laughable to all but a few forward thinkers, including Smart Commodities UK readers. Well, we've hit that figure already! Now imagine paying nearly £3 to £4 PER LITRE of petrol. Then double that to nearly £8. In times of massive inflation, every hard asset that isn't nailed down gets snapped up. The only way to true wealth in these volatile times is to transfer and dedicate a portion of your portfolio into the real resources that become so rare as these trends pick up speed.

It was in 1973 when oil was used as a political weapon during the Yom Kippur War, causing OPEC to dramatically increase crude prices, and enforce global curbs and export sanctions. Britain was seized in a fever of car-free days and petrol rationing.

Well, today's oil 'power trend' is a different monster. Today oil is bigger than the corporations and the nations that produce it.

What Jim Rogers says is absolutely true, and it applies across the commodity board:

"Everyone involved (that means you, me, the rest of Britain, and the world) is at the mercy of supply and demand, and will continue to be, no matter who tries to control the market."

I don't want you to be caught unprepared.

I want to make absolutely sure you're ready to make the gains the rest of my Smart Commodities UK readers plan to pile up as the five great Power Trends take hold.

Give me permission to send you your first issue of Smart Commodities UK, with no obligation. All you need to do is fill out the priority reservation form at the end of this report. The moment I hear from you, I'll rush you your first issue and all the details of the five FREE Smart Commodities UKinvestment recommendations in your complimentary Power Trend package.

You can try all of it very easily. And very soon. With absolutely no obligation.

But there's more.

Besides your trial issues of my Smart Commodities UK monthly newsletter... and the FIVE FREE investment recommendations... you'll ALSO get:

FREE personal daily investment updates, via email: If you're online you're going to love this because... besides sending you the monthly Smart Commodities UK issues... I'll also send you daily updates on the stocks we're watching, on our portfolio and on new opportunities that just can't wait until the next issue.

FREE 24-hour access to Smart Commodities UK hotline: You'll be able to retrieve my daily alerts, should you be unable to go online... this message is updated each week with my latest advice.

FREE subscription to Garry Writes: My daily email in which I have just one aim - to help you make a killing in the resource, infrastructure and biotechnology markets. I've been bullish on commodity plays since before this resource bull took course. And what I try to do here is identify resource trends, offer expert market projections and analysis that you just won't find in the mainstream press. If you're an investor who loves to stay one step ahead of the crowd - or you just enjoy an interesting and refreshing read (and REAL expert opinion rather than wishy-washy reports of what's already in the news) then this e-alert is a must... and it's FREE, just for trying Smart Commodities UK!Five Power Trends

And, of course, your FREE report, Five Power Trends to Buy into Now: I'll also rush you the tim-sensitive opportunities I've been telling you about. I hope you act fast and get in on them NOW. Because once you're in, you'll have a basket of essential shares that should not only make you money in the years ahead, but protect your wealth as 'things' get all the more expensive. You can act on these five specific money-making investment ideas inside this report immediately, just by making a simple call to your broker.

You'll get all this... FREE! Just for accepting my no-obligation invitation to try Smart Commodities UK.

And remember...

Should you decide Smart Commodities UK isn't for you for ANY REASON... you can just cancel. You'll still get to keep everything I've sent you. PLUS in the first 90 days I'll also send you a refund for every penny of the subscription on the issues you've already tried. No questions asked. You have a full 90 days to make up your mind. Why not take this opportunity to paper trade my recommendations to see if the risk/reward profile is right for you...?

So here's my full offer

I'd like to send you - at no extra charge - an exclusive report that will fill you in on the all details of the topics I've discussed. In this epic report you'll find all the knowledge you need to profit from the great trends of our time. In addition, you'll find specific recommendations that will help you take advantage of these insights right away.

What's more, you will also receive a 12-month introductory subscription to Smart Commodities UK for just £67 (usually £117).

Of course this offer is fully guaranteed. If you decide to cancel before your fourth monthly issue, let us know and we'll return the entire amount of your subscription, promptly. No need to return the reports... they're yours to keep, even if you decide to cancel. If you decide to cancel after four or more issues, we'll send a pro-rata refund for all outstanding issues not received.

Remember, if the special reports and your first issue of Smart Commodities UK don't give you a taste for more... it won't cost you a penny.

On the other hand, if you fail to take a look at this information, and guess wrong about the market as a result, you could not only miss the big power trends of the 21st Century... you could lose an awful lot too.

So I hope you hurry and give this special invitation a try. The clock is ALREADY ticking. You've seen what my SMI line says about the commodities sector as a whole. It's completely undervalued where it is. A sharp spike upwards is on the cards. And soon.

Most people will miss out on this move. A few will act now and could benefit greatly.

I hope you will be in the second category. But I have to hear from you SOON.

This is your chance to get in on these golden new trends... and take steps to protect your wealth from the radical SHAKEOUT as the herd runs scared from the falsely perceived 'safety' of usual equities.

Please act now... before everyone else. I'd hate to see you miss out.

Let me hear from you right away!

Sincerely,

garry white
Garry White
Editor and Chief Analyst
Smart Commodities UK

P.S. I would like to send you your exclusive report Five Power Trends to Buy into Now and your first free issue of Smart Commodities UK immediately, so you can start investing wisely for the extraordinary times ahead.

When you see farmers and oil rigs on the front cover of Time, Fortune and BusinessWeek... when your hairdresser advises you to get into soybeans... and when the supermarket assistant offers an oil tip... that is when it'll be time to get your money out of this trend. But those days, in my opinion, are decades away.

So it's now up to you. Consider this invitation the beginning of your new expertise in investing and a profitable era for your money. I also hope this is the start of a long and prosperous relationship.

P.P.S. As promised, below is my full track record of closed positions for the last 12 months...

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Company Name Detail Date Sold Original Price Sale price Gain/loss
OMI Corp. OMM NYSE Jun-07 16.90 29.25 73.08%
Chesapeake Energy CHK NYSE Sep-07 29.18 35.22 20.70%
Suncor Energy SU NYSE Sep-07 12.69 94.68 646.10%
Tesoro Petroleum TSO NYSE Sep-07 25.60 51.01 99.26%
Bronco Drilling BRNC NYSE Sep-07 16.24 14.84 -8.62%
Apache Corp APA NYSE Sep-07 81.59 87.89 7.72%
Yamana Gold AUY NYSE Sep-07 10.22 12.01 17.51%
American Century Global Gold BGEIX Sep-07 3.80 21.68 470.53%
streetTRACKSGold GLD NYSE Sep-07 42.90 72.33 68.60%
Van Eck International Gold INIVX Sep-07 10.30 18.15 76.21%
Teekay Shipping Corp. TK NYSE Sep-07 29.41 61.13 107.85%
EnCana Corp. ECA TSE Mar-08 20.45 73.95 261.61%
Peyto Energy Trust PEY.UN TSE Mar-08 26.95 18.95 -29.68%
Valero VLO NYSE Mar-08 10.12 48.10 375.30%
Spectra Energy SE NYSE Mar-08 26.42 22.69 -14.12%
Cameco Corp CCJ NYSE Mar-08 38.01 34.43 -9.42%
International Uranium Corp. Now Dension DML TO Mar-08 4.65 7.28 56.56%
Foundations Coal Holdings FCL NYSE Mar-08 21.66 50.78 134.44%
Walter Industries WLT NYSE Mar-08 20.06 59.55 196.86%
Covanta Holding Corp CVA NYSE Mar-08 15.91 28.16 77%
General Electric GE NYSE Mar-08 32.90 37.27 13.28%
Corning GLW NYSE Mar-08 21.35 25.14 17.75%
Suntech Power STP NYSE Mar-08 34.85 38.25 9.76%
Ormat Technologies ORA NYSE Mar-08 38.72 43.11 11.34%
Newmont Mining of Canada NMC TSE Mar-08 24.73 47.41 91.71%
Silver Standard Resources Inc SSRI Nasdaq Mar-08 14.06 31.58 124.61%
TAU Capital TAU AIM Mar-08 1.05 0.95 -9.52%
CEMEX CX NYSE Mar-08 26.40 27.13 2.77%
Jacobs Engineering JEC NYSE Mar-08 60.61 76.15 25.64%
Westshore Terminals Inc Fund WTE.UN TSX Mar-08 9.67 16.31 68.67%
Mueller Water B Shares MWA-B NYSE Mar-08 11.08 8.57 -22.65%
Henderson Morley HML AIM Mar-08 2.13 1.08 -49.18%
Medical Solutions MLS AIM Mar-08 6.50 8.00 23.08%
Overall average closed position from Apr 07 - Mar 08
88.93%

Smart Commodities UK


Your capital is at risk when you invest in shares – you can lose you some or all of your money, so never risk more than you can afford to lose. Shares recommended in Smart Commodities UK may be small company shares. These can be relatively illiquid and hard to trade making them riskier than other investments. Some shares recommended may be denominated in a currency other than sterling. The return from these may increase or decrease as a result of currency fluctuations. Always seek personal advice if you are unsure about the suitability of any investment. Since 01/11/00, when the service began, and 31/03/08, the average overall performance of our open and closed positions was 66%. In the 12 month periods ending 31/03/08, 31/03/07, 31/03/06 and 31/03/05, the overall performance of shares closed during that period were 88.93%, 0.27%, 64.59% and 59.22% respectively. No positions were closed in the 12 month period ending 31/03/04. Figures are calculated using the closing mid-prices on the date on which shares are first recommended, they do not take into account subsequent re-recommendations at a different price. All gains are gross, and returns will be affected by dividend payments, dealing costs and taxes. All portfolio figures are based on virtual performance. A full portfolio is available on request. These figures refer to the past and past performance is not a reliable indicator of future results. Profits from share dealing are a form of income and subject to taxation. Tax treatment depends on individual circumstances and may be subject to change in the future. Editors or contributors may have an interest in shares recommended. Special first year price offers are only available to those who have not previously subscribed and are limited to one subscription per household. Fleet Street Publications is a member of the Financial Ombudsman Service compensation scheme. Full details of our complaints procedure are available on request and can be found on our website, www.fspinvest.co.uk. Fleet Street Publications treats all clients as retail clients. Smart Commodities UK is issued by Fleet Street Publications Ltd. Registered office 7th Floor, Sea Containers House, Upper Ground, London SE1 9JD. Customer services: 020 7633 3600. Registered in England and Wales No 1937374. VAT No GB629 7287 94. FSA No 115234. www.fsa.gov.uk/register. Fleet Street Publications is authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London E14 5HS. © 2008 Fleet Street Publications Ltd.

Smart Commodities UK
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Sunday, 20 July 2008

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