the bottom line from gene arensberg's new "got gold" report: he is bullish on silver, natural gas and junior mining stocks:

Silver supplies are tight now and probably growing tighter in the weeks and months ahead. We remain bullish for silver. Buy-on-weakness into strong to very strong dips in incremental “bites” or “units” with an idea of building a significant position for longer term investment. If silver goes materially lower, good, we can add some. If it takes off from here, good, we have some. Try not to fire all the ammo at the first few targets in anything though, and don’t even think about not having appropriate money management stops or carefully chosen long-dated options as insurance just in case.

Small resource companies don’t seem quite as sick as they did last winter, but it wouldn’t take all that much to give them the flu again, so easy does it. Add the better ones on ridiculously harsh drops that still occur from time to time as they nearly all still suffer from “thin-trade disease.” Tremendous, very high percentage opportunities abound in this sub-sector.

Finally, in this report’s opinion it is not too soon to be setting targets and positioning for what looks like will be yet another violent and very high percentage reversal for natural gas and the companies that produce it.

All with the caveat of: If the world holds it together.

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