Boy, the markets look ugly this morning. That is dampening my mood -- I see natural resource opportunities all around me, but they have to be taken in the context of a market correction that could continue for some time.

I have to go catch a plane. I leave Yellow Kery nife early this morning, and after a series of plane changes land in Ft. Lauderdale late tonight. I'll have a lot to think about on the plane, and I'll try to have some insight for my subscribers early next week.

Stay cool and keep your powder dry.

Check out my new gold and energy blog at MoneyAndMarkets.com