So far, only one major asset class has escaped Mr. Market's correction: bonds. U.S. Treasury bonds have gone up (meaning, yields have gone down) as investors sought the safety of what used to be, and should be, the surest credit on earth. But bonds depend on not only on the ability of the issuer to repay…but also the value of the money in which they are calibrated. And if that money starts to sink in value, bonds take a hit.

This war has already caused millions of casualties…from Wall Street's masters of the universe…to the little guy with a sub-prime mortgage on his double-wide. But when the shooting stops and the smoke clears - only one man will be left standing. That man will be gold. Make sure you are standing next to him. We will be talking about how you can get into gold without tying up all of your cash over the course of this week.

Be careful, very careful