I have had not one but two themes I’ve been hitting on lately: Bullish Precious Metals/Bearish Equities. My beloved Slope Plus members have probably been losing their minds with all of my “Buy Miners” posts, which began late in May (my ideas there are up about 40-50%, generally). But on a morning like this, my ludicrous pontifications are really blossoming. It is only five in the morning here, but I just had to blow a few notes on the victory trumpet, since a one-two punch like this (metals soaring, equities plunging) is a delicious way to start the day.
