We believe the bizarre action in the markets during July and August does not portend of a new trend. In our opinion, oil, gold, and other real assets shall remain in a bull market and the faux-rally in financials will die the death of a thousand cuts. We believe the

(and not so visible hand) are everywhere trying to phony up the markets. Apparently there is too much at stake to let the free markets decide. But logic, and history, dictates that decide they ultimately wil

also gold and commodities will return to an upward trend.. he also talked about the manipulation of the environement (financials etc) thus the non-visible hand reference.. who knew??