a synopsis of the optimistic case: http://www.321gold.com/editorials/mauldin/mauldin111205.html http://www.321gold.com/editorials/mauldin/mauldin112605.html
If it is indeed middle-eastern buying in the face of abnormal macroeconomic factors (i.e. higher US stock market and higher US dollar) might this signal some inside information? Like an upcoming major terrorist attack?