Diabullic,
two things:
1. bravo for trying to be objective and instead of being a mindless sheep.
i think people would do good to recognize that the mindless herd mentality cuts many ways and 'long commodities, short dollar' was definitely a herd move which caught gold bugs on the wrong side.
i'm a little more optimistic about the 'waiter' characterization though. i think gold and the gold stocks will pull out sooner rather than later, but that would just put me back at less than even and might leave me there for awhile.
still, hope springs eternal...
2.
"Jim Rogers is say to buy commodities and is buying now, but Jim doesn't like stocks, he likes the actual comodities."
that maybe what he's said on t.v., but he's also putting his name behind a new ETF which tracks commodities producers.
i have a hunch he's going to be investing in that index as well.