Bull,

With regard to your last line about moving out of gold, do you then agree or disagree with Sinclair's notion of a FGCR, and that gold mines will be the best producing utilities around?

I've always clung to the idea, widely understood among contrarians, that when the Dow-Gold Ratio gets to 2 or 1 to 1, you make the trade. I am open minded toward Sinclair's concept.

Or perhaps you buy Chinese stocks, since they may be the next world hegemon. In the context of a destroyed trade relationship, it may not be possible for Americans or Canadians to buy Chinese stocks.

What then?