John Embry is the most astute and broadly knowledgable precious metals and mining investment managers ever, at least in my opinion. The interview linked below touches on a number of things I've mentioned here, and whole lot more.

Take this to heart, because, as they say, to be forewarned (if taken seriously) is to be forearmed.

http://www.mineweb.com/mineweb/content/en/mineweb-whats-new?oid=239690&sn=Detail

[Embry CV here, http://investing.businessweek.com/research/stocks/private/person.asp?personId=4939758&privcapId=880518]

...reminds me of Dr. Marc Faber's prediction no. 3 for 2014, suggesting that among the best investments will be gold and gold shares (and by extension mining stocks). In this regard, and for those who may not recognize the name, we are in the "gloom" phase of his "end stage" predictions for the economy, to be soon followed by the boom phase. ...then comes doom for the the vast majority of people who will be completely unprepared, assuming he's corrent. We shall see.

VP