Hmmm.... his past call on gold was certainly a poor one but ....
Much of what he writes about a coming resources boom makes a lot of sense.
It is a bit unfair to pillory the writer on the basis of one or two past mistakes - show me the person who is 100% right all of the time.
A resources boom will happen - the big question is "when"
Certainly not in the short term.
But maybe the rudder on the QE11 has begun to turn
