The Brains Trust, page-10967

I thought when discussing the outlook for the US dollar, it was you I had a conversation with about how it would result in an actual shortage of US dollars. It would certainly mean banks deleveraging their balance sheets if we had another debt crisis. Can't imagine who else would have sent me along this path!

Hope you are making lots on our gold stocks. One I think you were in EAR - is giving me a hard time. I thought the blessed thing bottomed on the last dip and here it is back there when some other old friends like AMI and RMS are doing so well.