Only sitting on very small number of stocks longterm, most of these are goldie's but I am not holding my breath. I think for gold to really fly USD must go down significantly. Textbooks say no problems , only one direction for USD and that is down. People that control world's liquidity say OK , no problems but where are we going to put it? Look around and most asset classes / currencies are potential basket cases. What AU needs is a US banking disaster. Which Bank????????
