Context for anyone who wants some: you admire Sprott and Embry for their acumen, Sinclair for his depth? Dundee Asset Management are in the same league, and this is what they've lately come out with, the final sentence being particularly noteworthy.
"Golds Overweight): Time Has Come To Go For The Bubble
History shows that gold and gold equities outperform under three scenarios; heightened economic/financial risk, outright inflation and/or deflation. The latter risk is spotted by our gold reflation gauge, which jumped into positive territory lately. As such, we have become more comfortable with golds fundamentals and are raising the gold group to an overweight stance. The next push up, in our view, could mark the beginning of a much-awaited price bubble in gold land."
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