Excuse my naivete

But isn't he just another guru?

Common sense isn't so common. But common sense says pm's have little downside and mostly upside over the next year.

 I'm not as fanatical a goldbug as some, but there just isn't any better place to be right now. This sector is the most likely to beat cost of production inflation, and stay alive.

I don't see being in cash as a better alternative. I remember the 70's. I remember them symbolically, with the price of a bottle of Coca Cola. Remember that?

Better to be in Coca Cola stock, or producing gold at $1000.00 an ounce, than to hold on to cash and try to buy a Coca Cola in a few years with it. 

All in, (if you count industrial metals) and getting more in. 

MR.