There is a dense but great economic writeup here, written by a Swiss bank exiting the US in the wake of the recent tax brouhaha

http://www.zerohedge.com/article/farewell-america-switzerland

On page 6, Sprott Asset Management is noted for its perspicacity in avoid US assets at this time. We know, of course, that Sprott is now and then a major holder of KXL, and by induction the bank's report can be taken as evidence for the wisdom in investing in Kodiak.

There is also a great discussion on the upcoming fate of the dollar, US prospects, US stocks overpriced, European (and Canadian by inference) underpriced, Warren Buffett, Bill Gross of Pimco (bonds, dollar). No wonder gold is flying high today.