a bit too blatant, page-4

CJ,

The pressures for that outcome have been building for years and years. Put in the context of the Dow rally even from the early 1990's.

Gold is the insurance against the bond bubble bursting. In the meantime one's capital is safe, if the bond bubble bursts then that is the maturity date for the Gold insurance policy holder. The big payoff for what from hindsight should have looked obvious.

The oil story will be the killjoy for any recovery, except for Gold.