i like the fact this guy has switched sides and is on the PM badwagon as it were, but in my view this guy has 0 credibility, heres why.
He is a former bear stears trader and analyst.
As in, he was a former bankster and paper guy, he is 2 faced, he probably told his clients stocks are great , the US$ is invincible, bonds are good value long term, etc.. etc... you get my picture.
I doubt as a bear stearns analyst he ever told one of his clients to guy physical gold/silver, or he would have been fired, he job was to sell/push paper "assets" to his clients.
And now all of a sudden he's a PM man?
please, its a joke, he was either leading a double life as a paper guy to his clients and his bosses, and secretly spending his salary on PM's
Or he was always a paper assets guy, and now someone opended his eyes to the power of Pm's and he's on the bandwagon and pretending he was always a PM hard assets guy.
I wouldnt trust this guy as far as i could throw him.