My take on the commodity supercycle and stock market zeitgeist...and the new era of precious metals, uranium (just bottoming, btw)and alternate energy. As I have said here since 2005 "Get ready for peak everything, the repricing of the planet and "black swan" markets all over the place".
18 December 2008
Gold majors and liquid unhedged juniors a big buy
Gold is now up on a year to year basis.The Gold stocks were hammered by the shorts, unwound by the overleveraged and wacked by the rising costs of crude. They are so oversold by all counts they are a big investment buy, here, now.
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