Very provocative discussion with Marc Faber. He cited how gold compared to industrial commodities is the most expensive it had been in the last 30 years and that he would favor these metals over gold at this point (this is opposite the way I was thinking). He also thinks WW III has started. Some different thoughts from Marc Faber than in the past.
http://www.bloomberg.com/avp/avp.htm?N=adviser&T=Faber%20Says%20He'd%20Favor%20Industrial%20Commodities%20Over%20Gold&clipSRC=mms://media2.bloomberg.com/cache/vFxGybnAJsiA.asf
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This sounds good but I'm going to have to wait until I get home -- Bloomberg only playing in Widows Media player :(
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