The sector will get revalued when the deals come hot and heavy. Opportunities will start to disappear. This is the "perfect pitch". Mr. Market, ever the manic depressive, is depressed and keeps begging you to buy his shares before he jumps out the window.

One day moose pasture will command a premium. Right now you can buy real projects for a pittance. This is all the difference in the world. One day, Mr. Market will get excited again. Your limit orders will go unfilled. Your market orders will take an eternity to fill, and you will cause the price to gap up if you decide to buy then.

This is your chance to buy Halliburton for $10 a share, and it's going to $75 (before splits and spinoffs) on strong fundamentals.

Read the Erste Bank study. It makes the best case for buying gold of any of the gold positive books - and I've read all of them as a professional bookseller.

Climb the wall of worry!