Great article - gives the broad overall picture.

I've been reading this kind of information since about May of last year.I'm sure many, if not all of the readers of this forum have. It's why I am being very aggressive on my investments. As my father would say - you get about 3 big opportunities in your lifetime to make money in the market. Usually you learn from your mistakes on the first two and then you don't have the guts to make it on the third.

I am leaning towards this global shift away from the US$ as a fiat currency (Money that has no ties to anything of value) as one of my opportunities.

I've read so much on this it's not even funny.

My favourite report was on Sprotts website. I can't find the exact one and don't have time to read them all right now but the message on all of their reports is crystal clear. BUY GOLD

If you have 12 hours to kill read through this link for a small sample of what is out there. I find it of great interest that many of Sprotts reports that are encouraging investors to buy gold are from several months ago when the price of gold was but a shadow of what it is now.

Here is a link to the Sprott Analysts 'reports'. This is just one of several places I've read simialr theories.

http://www.sprott.com/main3.aspx?id=54

At the end of his special report he finishes with this - in case you don't have 12 hours to burn.

'In summary, we believe in gold. It has worked as a wealth creation strategy and we
believe it will continue to do so. There is new investment demand from investors
wanting to diversify away from paper assets. While some stocks remain cheap, the
sector is being brought into the limelight by growing M&A activity. Our strategy is to
buy bullion and undervalued producers and explorers with leverage to the gold price.'

Back in April, I started buying commodity - style stocks. For seemingly forever - they have slowly performed and seemingly barely outperformed many other stocks. Barrick appears to be stuck at $42 damn it all.

However, the economists, pundits, mavens are whatever you want to call them have been predicting the many things that I have seen unfolded before my very eyes over the past 6 months. Price of gold, decoupling of the USD, economies in the BRIC countries, price of oil etc. For the most part it appears as if they are on the right track.

The best thing to do is to go back further in history to see if they were also right about the economic collapse. Some of the people I read did predict such things. Of course, we all took a bath in 2009 with no real exceptions as far as I can tell. I won't comment further on this.

So? Well my only doubt is that I have become the equivalent of a nattering old soul. reading my grumpy outlooks on the world economy, sharing my views with likeminded individuals in an internet chatroom and convincing ourselves of this impending doom and of our upcoming windfall. I'm so convinced it's scares me because isn't the rule of the market that once you find out about something it's already too late?

To get reflective for a moment - although I tend to be quite excitable at times, I rarely subscribe to conspiracy theories and one of my nicknames has been, 'Pratical Brad'. Certainly don't listen to me - but I have been convinced that the price of gold MUST go higher and that CMM (for example) will go higher with it.

I take great solace in that one of my best friends who advises at Scotia McLeod is convinced that the USA will make a great comeback and is emphatic about putting clients into the Dow Jones 500 type investments. GE, BoA, etc. It reassures me that maybe, just maybe.....people are truly ignorant to what is really happening to the world economy and that I am ahead of the curve this one time.

It's hard to be patient, isn't it? Ironically, it's probably for the best if this decoupling and rise of gold happens very, very slowly. The slower it happens, the stronger it is, the safer your investments in gold will be. Quick up, quick down. I'd surmise that if we could get $25 on the price of gold per month, we are winning the war here.

Sorry for long post - I could seriously go on all day about this. Don't get me started on M1, M2 and M3 measures of the USD...

B