My recent memory of Clive is that he does take bold positions, but his batting average is nothing to inspire awe. Not to say he's not right, but neither would I take what he says to the bank - whether he be bullish or bearish.
It's been nasty out in PM-land the last little bit, no doubt. On the other hand, it's good to know the Europeans have everything handled and under control!!! (Essentially, from one day to the next!)