Mostly: Classical

[amarksp]

You are very quiet these days Frank, what's up...?

What are your thoughts on POG and Euro... Going on vacation this weekend until June 10th, so I have been lightening up a bit on gold stocks and redeploying into Foreign Government bonds (GIM, BEGBX). You are likely correct that POG and gold stocks will go downward in the near future, but I am now more hopeful (if we get above POG=$404 this move) that we may have seen the lows at POG= $370. In opinion in this regard...?

Thanks!