Bigworld, >> metals <<
We recently saw how countries that hold gold will sell it to raise liquidity when things get bad. With the oil / economic situation set to worsen, does that gold selling continue? Long term, gold hedges against the debt bomb, but shorter term it hasn't been acting like a hedge. Anyway, for now I figure a 30% exposure is plenty.
Another question is whether to use mining stocks or bullion? Since the bottom may not be in for the metals yet, that would make the mining stocks riskier than bullion, especially the junior miners. Rick Rule said he already took profits on the junior mining side, since the previous undervaluation had become relative overvaluation. Fwiw, I figure it's best to not go too nuts with any sector.
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