CD, Before a about 18 months ago, I don't think I even knew what a Krugerrand was. Most of the money I've made in the markets over the past 15 years has been in tech and entertainment. Intel, Apple, Cicso, Pixar, Nvidia, XMSR. These have been my big winners. I grew up in Silicon Valley, so I tended towards these investments. I got out of Cisco and Intel in 2000, and just about everything else in past two years.

Then, I was in things like American Express and Staples and Target for awhile, not sure exactly where to put my cash, but I never liked these things.

Something just felt wrong, so I started searching.

That's when I came across Jim Roger's book Hot Commodities and started studying the Commodities Super Cycle and became convinced of its validity. This lead me to Puplava, Dines, Casey, Eric King and Marc Faber and my continuing odyssey into the world of real money and gold and silver.

Now I am 100% invested in gold and silver bullion and junior miners. It's not because I particularly like this industry, but I had to go with Eric King's very rational statement, "That's where the bull markets are." This is a play on Willie Sutton's answer of many years ago as to why he robbed banks. i.e. "That's where the money is."

The money is in a crappy industry right now and will be for many years. I doubt I'll own anything in the mining sector 15 years from now. I could be wrong, but I plan to go where the opportunities are, and I can see nothing better than junior golds right now.

Within the junior golds I can see nothing better than Kimber. Nothing comes close. Kimber is still a rookie in the league so to speak, but within a few years it will be looked upon as a man playing a boy's game. People don't see this. That's why you and I have the potential to make great fortunes here. It's too late to buy Apple Computer, not because it's no longer a good company, BUT BECAUSE everybody knows it now.

When I was buying Apple in 2002, nobody knew it. That's how I got in so cheaply. It's a much better company now, but the price reflects that also.

I always like to use the car analogy. Your car, whatever you drive, is a great deal for $75, but a terrible deal for $500,000. Your car remains the same regardless of price. All that changes is this offering price involving the deal.

Kimber right now is a Ferrari to be assembled for a few thousand dollars labor and selling for 75 bucks, if you know what I mean. You must try very hard to see this. If you can, you will gain great wealth while your business associates marvel.

So I'm 100 percent in the gold and silver market now. Of course this is unconventional, but I am an unconventional type.

You are a smart guy. How can gold go anywhere but up from here? I could always come up with a reason why Apple or Pixar could fail. I cannot come up with a scenario as to how the rise of gold and silver can be stopped. There is just too much human history behind an inevitable move up. This is a gift from Heaven and no one is reaching out for it. I am. You should too. Bull