More reading

Slate - Don't believe the hype about the fiscal cliff - it's just the plutocrats trying to encourage more rape of the poors to fatten yet more their wallets. True.

Gold Report - Sprott's Charles Oliver says... exactly what we expect him to say. Yawn. Oh, also he likes FVI and BCM.

IKN - OMG zinc is teh doomz. Yeah, you have to wonder what year the zinc price is finally going to crawl above the marginal cost of production, eh?

FT Alphaville - there is no inflation in Europe, fuck off you fucking Krauts.

Beyond Brics - The Venezuelan central bank is selling gold.

Reformed Borker (Bork Bork Bork!) - the coming demographic cliff. Or cliffs. It's important because economics is dependent on demographics. But the chart he uses is fuckdumb, and I've seen much better demographic charts out there.

Economist - Explaining the Euro growth problem.

FT Alphaville - remember all the fooferaw about Spanish funding needs in October? Yeah... you can forget it now, nothing happened.

And the new guy on the block....

Bull Market Run - looks like a bottom is nigh for PMs. As he notes, October has always been a hideous fucking month for gold equities, so we've done rather well considering; and Nov-Feb is the glory time to come. November in particular is stellar. So just buy up, go all-in, cash to zero, cos this next month should really give you a few home runs.