On the subject of gold, I think it’s currently in a speculative bubble – based on the belief by many that the USD/Euro will got belly-up. If the US/EU situation quiets down, I think it could selloff in a hurry, much like oil did a couple years ago once people realized the demand crisis wasn’t quite as bad as it seemed.

That said I currently hold gold, silver, and oil and will continue to until they turn down.