Perhaps a la Gartman (the truth from CNBC) , (seriously now) they give this recount of DG's current recommendation: sell everything (all equities) because the Euro is going to collapse and disappear, taking Eurozone with it, leaving all usd denominated prices crashing.
Now, lets think about that. Greece returns to the Drachma or perhaps something more resembling stone-age coinage because it cannot pay its bills in Euros . (Hello?). More likely, Greece either gets with the program or is put on Euro COD like the rest of us. I'd love to pay my mortgage in beads and beaver skins ! Ain't gonna happen.
The Germans and French then go into economic isolation, closing their borders to foreign workers. Many of their industries close down for lack of labor. But they do agree to become bilingual.
California, with a purest bent to imitate its Spanish ancestors, decides to pay in freshly printed Peseta's. They are kicked out of the Union, but amalgamate with Mexico. End of the marjuana debate.
Poor Dennis, walking backward for so long makes ones vision crystal clear !
But, maybe he's the one out there buying up all that cheap NOT.
I would propose a southern border for the base metals 20 - year Tax Free Zone (TFZ) in Ontario be from Mattawa to Callandar, across Nip and the French River to G. Bay then everything North and West of there. Even the Swiss would think twice about abandoning Timmins. The public sector payback excluding direct welfare I estimate at 5 billion per year for 20 years, the revenue cost is nil , and net welfare saved approx 5 billion.
Added long term benefits from a collateral deep water port were not included.
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