It'd pretty hard to argue against buying gold stocks right now as fundamental plays or position plays. It would seem the shorts in the gold ETFs are nearing the point of urgency. http://seekingalpha.com/article/1560912-comex-gold-inventories-plummet-shorts-may-be-forced-to-cover-fast?source=email_rt_article_readmore http://seekingalpha.com/article/1559542-update-on-gofo-factors-that-will-spark-a-big-move-in-gold?source=kizur