Jim Sinclair's interview was mentioned by Peter in his last message of the year. Way to go Scone for first finding and mentioning it here for your blogger friends. Remember to check out also the John Hathaway interview that Sinclair mentioned.

I see that Peter has lifted the hold on the buillon buys. I suggest that we may want to consider GTU instead of or in addition to GLD given its more conservative nature and the fact that its gold holdings are audited and located in Canada. It closed yesterday (Tuesday) at 42.32 with a premium of 4.1% which is quite a bit lower than where it had been trading....7% two weeks ago and Friday (12/18) at 5.6%. It is managed by the same company as CEF which is in Peter's model portfolio but holds about 5o/50 gold and silver. CEF's premium has migrated upward closing yesterday (Tuesday) at 7%. I see that Peter has also lifted that hold to a buy.