Puru Saxena sees a historical opportunity for long-term gains amid the current financial meltdown. There is currently around $3.5 trillion sitting on the sidelines, waiting to be invested in strong sectors. Puru says natural resources and industrials still have strong fundamentals, meaning they may never again be as cheap as they are today.

This from The Daily Reckoning:

Global financial markets are acting as though the world is about to implode. Over the past four months, the investment community has dumped all assets; regardless of their underlying economic fundamentals. We have seen unbelievable wealth destruction on a global scale and trillions of dollars have evaporated and returned to monetary heaven.

The rate of decline has been astonishing and in the past twelve months, the Dow Jones Industrial Average (Dow) has seen its worst one-year performance - ever! It is interesting to observe that the Dow’s recent plunge has