Investment Thesis: Google will bring markets down, USD will depreciate, Gold, Silver, Uranium, Energy and other Things will prevail. CS

"If you would like to discuss USA economy go to China this week" - USD is melting down, take a break read "Empire of debt". No solutions, it is needed: to inflate out Debts, but move Must be gradual otherwise Financial shock will be unsustainable. I do not believe and hope that it will not happen - "the end of the world". Chinese are sitting on the Bomb of bursting USD so they will cooperate to the extend of Common Sense, so the move will be "gradual" but it will be enough to Explode Tiny PGM markets and particularly Juniors. In order to hedge themselves and to sustain explosive growth of new SuperPower China and Bricks (Brazil, Russia, India, China) are securing with available dollars Real Assets all over the world. It is government policy and they are acting very aggressively. Look no further then Tenke mining (TNK.to) the project will rely on Chinese building railroads in Africa, be sure not for charity, but to be able to ship goods smoothly into the Dragon hungry mouth. The real War I hope will be prevented with changing Power in USA, but the WAR for Assets is just in its infancy. Changing of power in USA could coincide with Bear market important Low in General market. Study a lot, be the first to secure Mud in the Ground with Gold/Silver/Uranium/Copper Hope in it, management is crucial, discipline and common Sense. According to Jim Paplava reinflation will prevent markets from crash and reinflation means deteriation of USD and explosive growth in Gold and Silver. He used to be in the "Crash Camp" and from Spring changed his position to Reinflation. I still personally think that we should not take it for Granted and Mr Market will show its maniac depressive stance. So part of my positions are in Puts on Tech, Google - Indicator of Irrational Exuberance, Housing and Retail. If crash will not happen I will consider it as insurance and unrealized opportunity to increase my Core position. If something will Trigger Crash of any magnitude all markets could dip in the beginning and it will be good opportunity to increase Juniors positions with money made in Puts. All these are incredible risky and you should not trade your lunch on it. Just think for a while and decide for your Money the place to be: overinflated in Hopes of Saving the world ADVERTISEMENT Company which is advertising to overburden in Debts Consumers Things that they Are Not Needed or Things itself in the Raw State of Mud with Guys who knows how to find them and have proven record to turn this Mud into cash and this Mud itself is First Necessity for everyone who just flushed the toilet first time in their life with joy and wonder. (No offence here fox - you are the driving force of the New Economy in Real Things).