Follow The Money, page-21

Skol, gold is the prettiest of all of its siblings. Like any asset class it has a place in any portfolio but I prefer the producers. If you believe in cycle theory, personally I use it very loosely, then each of the siblings will have their time in the sun. Figuring out the when requires more luck than foresight and patience. Unfortunately I am an impatient investor so I will always rush with the herd,