Well, I'm a sponge for good news right now.

Apart from lots of news about physical demand for gold and silver skyrocketing and growing underproduction of platinum group metals I see Gluskin Sheff, a pretty good Toronto brokerage, has noticed early signs of cost-push inflation increases (wages and production capital inputs). They are adjusting their portfolios to reduce exposure to wage costs and increase exposure to heavy industry, transportation, materials and other sectors where wages are less of a factor in costs. Skilled labour inputs are scarce despite what we hear about unemployment. Education systems are letting us down big time. Anyway, cost-push inflation has to be good for gold. Ike