I called Warren, or Buffy, as I usually call him, and he said he was definitely buying commodities. He said he had always regretted getting out of silver early and was greatful for the opportunity to ge back in.

He also said that while he stayed away from small caps, simply because the kind of volumes he does would mean he couldn't ever liquidate his positions without flattening the market, he thought the were an excellent opportunity for others.

Buffy said he loved largecaps like ABX and Goldcorp but particularly liked silver miners and smallcap golds like Tyhee, NOX, OSK, XRC, GPR and NGD. Odd how similar his picks match my own book, isn't?