Possibly Hugh and Co haven't noticed that Gold and Co have moved nicely in the past two weeks. Against a basket of all commodities, gold has performred very well! Top % movers have been gold producers.
Timing the market is a "fools" game! Falls in the same category as "militay intelligence," "market regulators," "honest bankers," (a new category!) and all related "oxymorons" you can think of!
IMHO,"corporate transparency" is moving in the "oxymoron" direction! (As if it hasn't always been with us, although there have been and are exceptions!)
Hvving said that, have I got a "sure thing" for you!
RUF