I am puzzled why gold or silver isn’t mentioned here. I tried to forward my thoughts on silver and gold a number of times over the last 6 months or so. Silver is almost 50% since September and I truly believe it has quite a bit of room for growth. I also like gold stocks, GG, AU, ABX and PAAS for silver. Commodity stocks were all battered when the market crashed a few months back. These stocks look mighty appealing right now as gold is very close to $1k/ounce and silver just under $15/ounce. Silver and gold have broken the fundamental movement with the dollar and are now moving up as the dollar increases against other currencies, which leads me to believe fear is in the air.
