WOW intelligent discussion.. I didn't expect this on BTF...
Personally I have moved a lot of my of assets into gold and silver and converted out of equity... I am still buying mining equity as I am a gold and silver bug as of the last 18 - 12 months.
I am getting more and more pessimistic about the 'recovery' without jobs and the lack of any perception by middle america the 110% morgates and living on total credit is not a safe way to go... The more I look the more I fear the great dollar crash of 2004 2005.
Theres a really good contrarian newsletter (free) based at thedailyreckoning.com the UK edition pulls less punches.