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????????
Rob.
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