good read on why gold stocks about to rally, page-31

oil up for a good reason last night - China is in the grip of its worst drought in 50 years. Power demand is increasing and Hydro power not able to meet demand. Coal demand set to surge and perifery power supplies from diesel also set to surge. China oil demand to rise to over 300000 barrels per day. It's not all about USA.

Inflation in food prices is going to explode.

Beware the inflation genie. It's out of the bottle.

Gold is only just starting its march. Up in value in ALL currencies is a sure indicator of another leg up.

I do agree though with your comment about other commodity rises in the face of tempering economic data. Not a very logical move.

Just on NCM - What do people know about their Tungstan deposits?