I'm just listening to FSN 3rd hour. Jim hasnt changes his view, he mentioned the commodity "super" cycle. If you listened to Bob Hoye on Howestreet yesterday he reaffirmed the idea that the commodity bull run happens after the credit cycle has burned itself out.

Again listeners to either have to make decisions that could make or break their accounts. All I can say is if you draw a Venn diagram gold would be the only intersecting asset class and somebody would be right for the wrong reasons (which I'll take ;-)

I hope Jim cant be assused of believing the same thing on Thursday as he did on Tuesday regardless of what happened on Wednesday?

Listening on some of his themes about China, they seem like very long plays. Given where are I would only be interested in the next 2 years and within that strictly one year at a time.