It's so old news, so "yesterday".  Gold jumped $70, a record breaking rally, and continues it's march higher in early trading, currently +$15 at $880/ounce.

The market has finally decoupled with the metal, as global trust in paper is being shaken down to the core.  Russia's exchanges are plummeting, causing a complete shutdown in trading for the second day.  Goldman Sachs and Morgan Stanley have begun their walk down The Green Mile.  No doubt, there will be more carnage in the financial sector, as many analysts agree we are still going into the storm, as opposed to being fully immersed!

Owning physical gold would be your best option, as the equity side (gold stocks included) are caught up in the financial crisis crossfire, and being sold off as funds dump anything green to shore up emergency cash and bring accounts flat.

However, we continue to keep a close eye on junior resource stocks, which could ignite under massive upward pressure in commodities, at any given moment.

My strategy is to slowly accumulate the best bottom fish - ones with plenty of cash, solid management, and large proven reserves. 

Commerce Resources, which I have wrote about several times, remains one of my favorites with over $20 million in the kitty, and is on track to become the worlds next major supplier of tantalum (Ta205), a metal in high demand and sky-rocketing in value.  Linear Metals (LRM-T), has also been beaten back to a severely oversold position due to illiquidity, as most of the stock remains tightly held with management.  LRM has 2 copper-moly-silver deposits with proven reserves, both moving toward pre-feasibility.  CCE and LRM should be on everyone's radar, as both are trading at 52-week low's and a long way from their high.  Both are spring loaded, and will easily double, triple or more, once the flight back to junior resources resumes.

I'd love to hear more idea's on your favorite bottom fish, as the commodity sector sorts itself out.