summary of melbourne meeting, page-9

Good link WB.

Also found this interview with Rick Rule of interest re contrarian resource investing. Definitely the style of investing that UNX calls for at the moment. Posted it on the GMR site recently, but it might also be of interest to some here. Particulary pertinent is the section re the transfer of wealth from weak to strong hands in down markets. I like his style.

http://www.caseyresearch.com/cdd/rick-rule-contrarian-speculation