Kaplan's gold comments seem on target to me. I remain very optimistic on gold and gold stocks longer term, but shorter term the risks outweigh any remaining upside potential IMHO.
I am much more optimistic now on energy and especially energy service stocks which have lagged the overall market this year -- but now are starting to catch up with a vengeance.
“The things that will destroy us are: politics without principle; pleasure without conscience; wealth without work; knowledge without character; business without morality; science without humanity; and worship without sacrifice.” Mahatma Gandhi