My understanding of current gold / commodity arena fright has everything to do with china n the downside, and nothing to do w/ fiat inflation n upside, and if my understanding here is correct w/r to epi-center of concern, china, and
If my take on china is also correct, meaning china machinery is in beautiful working order, more robust than at any time in its recent (600 years) history, then
Conclusion: buy the dip, in so far as gold, silver, platinum, palladium, copper, uranium, and oil be concerned.
If and if I am wrong about above, ouch, but I expect to be bailed out.
I am not bull on general markets, but then I do not like general markets, because I believe general markets might not get bailed out. |
