I too like Morgan's big picture overview. For the last year or two, a lot of his speculative picks have been mostly crap. I've been ignoring most of them. His advice in the grand scheme of things (he called the top in silver back in March and warned of big weakness this summer) has been spot on. Right now, juniors are in a bear market, so what can you do?

His interview with Keith Neumeyer of First Majestic, overview of US mining law, and the interview with Bensimon were all great (the mathematical case for dramatically higher silver prices, thus affirming Ted Butler's conclusions.)

I just think at this stage you almost have to stick the majority of your holdings to producers.