GS (Goldman Sachs) hold the view that theres going to be a new commodity boom. I've said before I believe them to be suitably conservative. If so it's hard to see holders of SOLG and by extension, DGR rewarded if not suitably so. I'm happy to be in the oft frustrating DGR.
BTW a commodity boom is the scenario I see as the one that results in the SP to NTA gap closing.
