Chris & Jim, I would like to read your blogs but unfortunately and for some reasons I couldn’t access them. I’m in China and the government is known to block access to some foreign sites, maybe blogspot.com blogs are in this category. Oh well …
I bought into the commodities theme after I read jim roger’s book Hot Commodities. I started by buying gold because that was the only commodity that’s easily accessible by me. I’m allocating a portion of my money into oil. I think commodities’ a long term story but at the same time I also agree that it’s not the best time to get into metals now … I wouldn’t be surprised if gold has to drop below $600 before resuming its uptrend.