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".
27 May 2009
Everything will correct for a month or two....
Stocks, gold, silver. Dollar may rally a tad, bonds may, or may not. I wait to buy gold and silver and the equities on the next correction.
I meant to say add to my position, rather, having taken a strong position, unleveraged, in mid 2003. With even Rogers et al at my back, maybe its time to add before a big push north.
2 comments:
i hold long silver, and seek to load the long boat more in due course
I meant to say add to my position, rather, having taken a strong position, unleveraged, in mid 2003. With even Rogers et al at my back, maybe its time to add before a big push north.
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