The train has left the station but hardly anyone is on it. The CNBC host was interviewing the manager of the Van Eck gold fund this morning and was marveling at the 26% annualized return over the past 5 years. Here was the hosts question.....Tell us about your top 3 holdings Kinross, Agnico Eagle and Iamgold.....I'm sure even those who follow the gold market probably haven't heard of these names.

LOL. For those who think we are in bubble territory, can you imagine at the height of the internet bubble the host asking the same type of question and saying that no one had heard of Microsoft, Oracle and Cisco?

I don't think the first inning has even finished yet.

stateside