I appreciate your conservative outlook. I'm inclined to think Gold runs higher here. Then it can come back down, as you are sensing.
Also inclined to think BAA is relatively stable regardless of any drop in gold price.
Drop in markets is another matter. Market shake-up will be shake out in equities and in gold (and gold would likely rebound and climb dramatically, while generally equities stall and fall more).
Banro production is happening and increasing substantially. Not every stock drops when most others do. I don't really think Banro is there at this status yet, but just may be getting there.
Debt be gone is huge. Debt be manageable (in terms of ongoing costs and payment requirements) is huge.
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