just a few thoughts, page-11

Hi Andylgo,

Having watched the Hugh Hendry clip I notice that his primary issue with equities is the increasing sovereign risk associated with nationalisation as gold/silver increase in price. This is the same conclusion I reached which is why I sold out of all foreign gold equities to concentrate on a few good ones here at home. Increased taxation is the only real risk we have here but the profits should be booked before that becomes a big issue.

My goldies are going great, my silver picks are letting me down.