Thanks Stonecrop...good find.

Holmes and his team at US Global Investors put a lot of quantitative work into stories like this.

They also distribute a free "alert" each weekend that's excellent reading in my book. You can also catch Frank often on CNBC. I catch him mostly on CNBC Europe (http://www.cnbc.com/id/15838668) which like the Asian edition, is not "dumbed down" so much like the American version.

His June 4th appearance echos many of themes of this article. You can find that clip by searching "Frank Holmes" in the field. (Tried to copy the link here, but this one doesn't seem to work.)