Link found on SLI board by "lb7"
http://www.marketwatch.com/story/can-gold-miners-offer-a-safe-haven-2011-11-11?pagenumber=1
There are 2 pages.
Good article. The only point they missed is the potential impact of lower energy costs on gold miner's bottom line. Understandable, since everyone's predicting higher oil prices ahead, which is why I'm not..lol. I think oil could pull back sharply in the next year or so (global recession including China). That would be a great entry point for both golds and oils, but you'd eventually want to sell the golds when oil prices start to rise again, which is baked in the long-term cake, I believe.
ebear