If I was liquidating a position, I wouldn't be badmouthing on every opportunity either. I would be badmouthing it if I was a buyer. The optics of Stonecap selling in stereo with the Coulis negative San Gold everything sideshow and other analyst puff pieces, tells me a bigger player is accumulating through a few other circus tents.

Deliverator sent this yesterday from John Mauldin:

"With the announcement of QE4, the likelihood of significant inflation surfacing in the back-half of the decade has definitely increased. The best options for investors, in my view, are quality domestic and international equities with decent dividend yields, and precious metals. I may have missed the equity bubble of the late ‘90s and the current bond bubble, but the precious metals bubble is just getting started. I don't plan on missing this one."

This could be the mother of all sales and I guess if it is we have to thank any one of SGR's nemeses.

Then again it could be dumpster diving and dinner served on garbage can lids if I'm mistaken.