what are they saying about 2013, page-46

Hey Skol, I have a more healthy proportion of value div. stocks these days.

Like the Gold and Silver plays with strong poly metalic credits also, as my radar is just as buggered as everyone else's. I tend to agree with every good argument wether it is for inflation or deflation.

Gold remains on trend without inflation as you say. With Inflation it may really take off, but does not seam to need it to maintain support on trend to money supply growth. We will see.

In the meantime, I think it is China that really dictates the POG, wether they wish to continue to increase reserves in a big way or not. In current monetary expansive environment, looks likely even without obvious inflation, unless they buy bitcoin lol.

I am seeing inflation in Food where I live, but deflation in luxury goods and other non-essentials.

Definitely keen to get more gardening done before work each day.