after years of chest-pounding, leading his readers off the cliff, then gradually folding up his tent and slinking away, grandich now seems to agree with jon nadler: it's all about asset allocation.
i'm curious though why michael campbell, who has been consistently on target about when to get in and get out of the resource market as well as when to get in and get out of the general markets, gives him a featured place on his site. maybe it's to attract goldbug readers.
http://moneytalks.net/peters-content/13969-wall-street-whiz-kid-fizzles-out.html