If gold goes down, equities go down and if it's like 2008 all over again, the current disconnect between metals and miners could cause some serious pain to us shareholders. What would $1280-1300 gold sometime in early spring do to SGR's shareprice? Then again, three years ago who would have believed gold would be $1300 in a correction no less other than us tinfoil hat wearing nutjobs.

That guy needs to change the name of his newsletter to Bearish Review as it fits with his current 60% discount on his NL as well. That's deflation I guess, not enough money out there chasing newsletters with all that sovereign debt entering mandatory retirement.

I guess we just sell everything, sit tight and wait for the next bout of reflation?