Hey Pointy, really do appreciate your continued weekly analysis...

Hey Pointy, really do appreciate your continued weekly analysis and general thoughts on all things financial.
The graphs you have included, do indeed point to a financialisation of all things... just like in the U.S (and the total hollowing out of the manufactoring base etc). Australia is a very lucky country. Unlike the U.S, which has a population 100x larger, but not 100 times the natural resource encouragement. I think in the decade ahead, we are going to see a huge reset, with money flowing into the only 'real' part of the economy that still actually makes things (other than agriculture). As you say, Gold is at the apex of this, and will likely be for many years to come.

While of course, there will still be big swings ahead, I feel relatively confident that the stage is set, for largest bull market in gold (and other resources), for my lifetime.