something cooking, page-8

So although I DON'T want to appear a ramper, on what appears to be a simple rational analysis here, at below 5 PE THIS YEAR, the only reason for not buying more at present would seem to be:
1. A belief in pog dropping below about $1200,
2. A belief that the international investment climate is returning to relative boom, with little risk of GFC2, and
3. Overall, growing confidence that US and EU central bankers and the major financial institutions have everything under control.

I don't share any of this fantasy!