This article is part of a 20 article special report on "Metals, miners and money".

In his Commodity Trend Alert, Eric Roseman believes a short-term correction is "highly likely." But the resource expert still considers ASA Limited (NYSE: ASA) a "terrific bargain."

He explains, "For value investors, a great buying opportunity in commodities looms this fall. The fundamentals for commodities remain extremely bullish as we progress into 2008. A weaker U.S. dollar, lower interest rates, and supply deficits across a spectrum of raw materials promises to snowball into another formidable rally for commodities."

However, he cautions, this buying opportunity will come after a "period of digestion." He observes, "Commodities indices have come a long way over the last two months following the mid-August market low. Heavy investor speculation in many raw materials -- namely oil, gold, and wheat -- implies a short-term correction is highly likely."

The advisor notes, "Banks, hedge funds, individual investors, and sovereign wealth funds are all on the same side of the dollar bear market ship; historically, too many bears on the same side of a trade means someone will lose their shirt -- and soon."

An estimated 85% of financial success is being invested in the correct asset class, estimates Curtis Hesler, who is confident that the correct asset class for investors today is hard assets.

The editor of The Professional Timing Service uses several proprietary models to determine whether one should be in financial assets or real assets. One of these models is his Annual Asset Allocation Model.

He explains, "Its advice is simple as it will only point us in one of two directions -- financial (paper) assets or real (tangible) assets. The purpose of the model is to tell us which of these two assets offers the best potential reward for the lowest risk."

In recent months, the model has pointed toward real assets, suggesting that the risk of holding paper assets has been high. Hesler notes, "Although trading profits can be had in stocks, financial assets under these circumstances can turn very bad, very quickly -- as the recent market debacle illustrated."