I am a private investor. I have a good IQ and a generally reliable ability to reject nonsense and value intelligence. When I started investing in 2009 I needed to understand the markets better and became an avid reader of the more interesting financial blogs. I read maybe five hours a day now, every day. I'm looking for the well informed logical trend.
My portfolio reflects my understanding of where the markets are going. Here are my main conclusions:
1.) Fiat banking is headed for a deserved big demise - get out of the dollar and assets tied to the dollar, that means moving into commodities.
2.) There is no Gold bubble, there is only a Fiat currency bubble based on the Fed's Ponzi schemes, the latest being called Quantitative Easing.
3.) In 2011 there will be a rush to quality - a huge move into precious metals and mining stocks, so be wise and get into Gold and Silver now.
4.) Avoid the ETF's GLD and SLV. as they have third party risk.
I am long on Gold and Silver and Precious Metal mining stocks, especially Silver Wheaton (SLW), which I think will fly these next few years.