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

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To: Claude Cormier who wrote (63614)2/21/2009 12:42:25 PM
From: Anchan3 Recommendations  Read Replies (2) of 78408
 
Just listened to Don Coxe on yesterday's conference call
[url]http://events.startcast.com/events6/122/C0018/Event.aspx[/url]
If I understand him correctly: He expects that gold is going to come back into the system because "they" have to provide an overall wealth base to the banking system, for example by the U.S. restating their gold reserves at $1,000/oz; and "gold is going to be a big part of the solution we're going through". He sees a restructuring of the capitalist system going to take place, with precious metals playing a huge role from now on.
He has changed his recommended investment weightings: they are now 40% PMs, 30% agriculturals, 20% energy, and 10% BMs.
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