Hi,
Don't know if gold is going up because everything is moving to China. The China issue affects my longer term view though. As far as what's getting more scarce, well Natural Gas (for the moment at any rate) in North America.
I'm no dyed in the wool goldbug, just an opportunist and looking at the big picture I'm more inclined to be in than out.
Energy's what I like for the longer term. I prefer the trust route as I'm no ace trader. All kinds of energy too, not just traditional O&G.
regards,
Kastel
A cute and cuddly Canadian
EDIT: What's NOT deflating ... my municipal taxes
Mostly CASH and yield.. but solar Powered in the future :O)