There's a simple way to DECREASE your tax bill, INCREASE your gains AND do so without added complexity or volatility in your portfolio.

After Congressional Republicans sent Fed Chief Bernanke a letter that politely demanded the Fed cease on desist on all stimulus activities, I half expected Bernanke to drop a liquidity bomb on the market yesterday.

Ben Bernanke is expected to announce "Operation Twist" this afternoon.

Not only are we failing to get any traction to employment due to the stagnant economy, companies that have screwed up are continuing to shed payroll to get costs in line with their revenues, companies like Bank of America (NYSE:BAC) and Cisco (Nasdaq:CSCO).

Government debt is likely the biggest problem for the stock market these days.

The market blasted higher yesterday and the bulls recovered a lot of lost ground. The volume yesterday wasn't all that strong, but the bulls were able to overcome resistance zones. SPX blasted 3% higher, which put it way past 1175 and took the index all the way up to 1197 resistance.

Now that 1175 has been reclaimed that area needs to be support. I didn't like that SPX went below the 1175 level on Tuesday, but it recovered fast enough to give the bulls a second chance at 1250.

I know I've spent the last two days resisting the temptation to discuss the debt ceiling.

But I can resist no longer.

Monday night, President Obama went on TV and said something that made me very angry...

The Federal government is on the verge of shutting down as politicians are unable to agree on budget cuts for 2011. Yes, 2011. It's April, and Congress has failed to approve a budget for the year.

I'm not pointing any fingers here. But there are a few things that make me wonder. 5% of the U.S. population controls nearly 64% of American wealth. And yet budget proposals would rather restructure Medicaid than raise taxes on the most wealthy.

I should qualify the statement: if you are a homeowner, a taxpayer, a retiree, or someone with any savings, investments or dollar-denominated assets - you are the fall guy.

I’ll back up further: what are you taking the fall for?

Simple.

You’re already on the hook for bad mortgages on the books of banks like JP Morgan (NYSE: JPM), Bank of America (NYSE: BAC), and you’ve already backstopped General Motors (NYSE: GM) and Chrysler.

“But Kevin, I didn’t bail out those companies - the Government did.”

Well, Mr. Fall Guy, you know as well as I do that the Government doesn’t have any savings, so the money and resources that they have given and promised to give insolvent corporations didn’t come from some secret government rainy-day fund.

I firmly believe that Ben Bernanke and I share a common viewpoint. We both have no idea what he's going to do four months from now.

There's simply too much uncertainty. We don't know what's going to happen with the multitude of economic indicators and whether they'll spell success or failure for his policies.

So let's back up and look elsewhere for certainties. I think I've found some bullish news for commodity investments.

Why?

As of this writing, there seems to be little chance that President Obama and his colleagues in the Senate and Congress will extend the Bush Administration's tax cuts.

Personally I think taxes as well as government, both state and Federal, should be cut to the bone.

There are literally trillions of reasons to be bullish on gold - but I recently received a letter from the Social Security Administration (SSA) that further cemented my belief in the uptrend for gold (and silver).

In a letter titled "Your Social Security Statement" the Commissioner of Social Security Michael J. Astrue wrote:

"...by 2037, the Social Security Trust Fund will be exhausted and there will be enough money to pay only about 76 cents for each dollar of scheduled benefits. We need to resolve these issues soon to make sure Social Security continues to provide a foundation of protection for future generations."

I've done the calculations, and I now pay about 7% of my income in FICA taxes, an amount I realize also includes Medicare - which is of course, matched by my employer. So, that's 14% of my potential income gone. It's more than I currently save for my own retirement.

Whereas the scientist Dr. Werner Heisenberg is famous for his Uncertainty Principle of quantum physics, I'm somewhat less notorious for my Certainty Principle of investing. But I have one thing going for me: my principle is a lot more likely to help you and me make some money. I won't win any Nobel Prizes, but I might be able to retire a decade earlier.

I bring up quantum physics, because much of that field is based on the idea that you can't know everything all at once. Making meaningful observations about a given particle entails giving up knowledge of either its position or its velocity/direction - both of which are important for any physics problem.

In the investment world - unlike quantum physics, we can know with a great deal of certainty the position and direction of a company.

Because investing is different than quantum physics, thankfully.

We can know the direction and position of a publicly traded company because these companies are required to accurately report these facts in quarterly and annual reports.