the energy analyst zapata george blake is the latest to deliver a mea culpa on missing the de-leveraging. he gives a long (45 minutes) interview which starts at the 1-hour mark. although he deals in oil and gas, he is also bullish on gold and silver, and said he expects gold and the dow jones average to cross at 2500 in inflation-adjusted dollars. in nominal terms that could be just about anything, but it represents a triple in today's dollars.

http://radio.goldseek.com/