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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers

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To: Earlie who wrote (66696)8/14/2009 7:21:47 AM
From: Logain Ablar  Read Replies (1) of 78419
 
Hi Earlie:

The themes I'm following are:

Oil depletion (i.e. lower production from Mexico & Venezula to name two). With opportunities in Canada.

Fiat currencies (not just U.S.) and gold (not as much a fan of silver).

Government interventions - one can see some of the "unintended consequences". Cap & Trade (another hidden tax)

One needs to be positioned for the hidden inflation tax. Savings in U.S. dollars and bonds (the bonds from the purchasing standpoint).

Of course we are probably only 1/3 of the way into this commodity secular bull and it will have corrections and sell offs (like last year).

Best,

Tim
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