This guys is more like a precious metal bull forever, but the other parts in the story that i find interesting are the convulsions in the market. Market are becoming extremely choppy whether equity, debt, commodities...way too much movement. Was also hearing Nouriel Roubini on WSJ (Dr. Doom) he is holding portfolio of his clients in 100% cash. Also lots of people have been talking about Kenneth Rogoff's article on contraction, I think I had fwd the same to you guys sometime back. Its attached again for reference. http://www.project-syndicate.org/commentary/rogoff83/English