reading your note, I've been watching these ultrashort financials and real estate over the last year and recently - the way the financials and real estate have rebounded seems to be incredible, likely based on a delusion.

I made a little money on the ultrashort financial a way back, but these two seem incredibly cheap now.......wonder if I should buy a little of these.....I think I fancy trying the ultrashort real estate this time, as it includes comercial property I think......not sure though, very volatile, so will only play with a little.

Back to gold, and there's a very nice gulf opened up between gold and crb / oil......Bob Hoye has gold shares down as his long term number one for a long while now, following the bust. San Gold is my number one investment, after bullion.

Ramble over.