RE: PAUL VAN WRONGVERY CORRECT. Right about now because because of the upcoming elections, the economic pain and the evaporation of wall street bonuses all the central bankers and their crooked cronies go into panic mode and start printing more money in order to embark on a "guns and butter" grand scheme with some big employment-generating infrastructure projects like nuclear power plants, modern refineries, alternative energy and military buildup. This is all in addition to the regular the BRIC growth story . They also start pushing the precious metals and the PM shares 'cause we have to make a livin, ya know'.
PVE (or PVW) errs on the side of caution but he forgets the golden rule:
"NEVER UNDERESTIMATE THE OTHER GUY'S GREED"