Well, hey!!!! You can't challenge my sacred cow!!!
No, honestly when you look at downside risk of precious metals. . .there does seem to be some moderate for gold, less so for silver but still there honestly.
I can't see too much downside risk in oil at $50-60/barrel though, if you can hold for awhile.
I like the article actually but I think he perhaps upplays history too much and downplays the future. Our global population is exploding and that continues to place demands on oil, grain, copper, any commodity really, esp. with China and India going "developing."
I mean just look at Haiti - what do they need now? Food, water, oil. . .their forrests are entirely depleted, down from 60% to 2%. They are commodity poor.
I would have liked to have seen more focus on fundamentals rather than technicals, charts, and esoterics like Contango but overall, I do think the article was very good.