pog looking dodgy, page-62

IMO too early for PMs....

Tapering will really hurt PMs, they will be hit hard - possible capitulation then the rise on the back strongly surpassing previous highs on the back of what is likely to be unprecendented inflation for developed economie and all major trading partners of the US.

I like PM fundamentally and will be holding in good time but not now. I think there is a real possability they could fall right out of bed!