I subscribe to Tim Wood, so I understand where he is coming from. His macro calls have been pretty good this year, he was looking for a dollar low this year and got it and he nailed the CRB with his cycle call. The way I understand Tim is that he doesnt care which way the markets go, hes just trying to be on the right side, hard to argue with this approach, compared to the hard core commodity bug.

That being said I may cancel but only because I subscribe the Bob Hoye and there is a lot of overlap and I prefer Bob's analysis.

When JP gets through his Q call backlog , I may put in a question based on Bob's view about the real cost of gold and ask JP to interview him.