there is some life yet in fossil fuel, page-2

When circumstances change, I change my mind. A year ago I was stuck in the rut, believing that the US was rooned. Now I see it as a case of "first in, first out".

This revolution in conventional energy will power a renaesance of US manufacturing. I have lost interest in the ASX where the index IS the banks and BHP/RIO. I'm sticking with gold and it's miners but my side bets will be the DOW internationals.