Why Gold?

It's not that we are bearish on the stock market, it's just that Gold is breaking out and we think it is too under-owned, interest rates are going lower because of the double-top in the 10-year, negative global headlines, and Gold traders are nuts- when they start buying, prices can surge to record highs in a hurry. You would not want to short when the Gold Bulls run. We will ride with them for awhile. We know Goldman Sachs is negative on it; however, they should have bought enough of it by now to change their view;)