Abe, you say you found this article interesting. But how much credence do you give it. If you believe this is a pretty fair assessment of our probable future, how much time do you think we have before the balloon goes up?

With the massive stimulus injected into the world economy by the CBs, my rule of thumb is that we have a minimum of two years, barring some all-encompassing black swan event. Your personal thoughts?

Best, O.F.

P.S.: Nice to see you are still so active in the markets -- mostly gold issues?