My old school chum Egon Vorfeld is a money manager in Switzerland. We hadn't chatted for a while, and I wanted to get his perspective on the issues confronting resource speculators today—from his vantage point on the other side of the pond. I was impressed before when he, as a generalist investor, got into gold before the last big run-up. I was, frankly, surprised to find this time that he got into uranium before this year's big run-up. (Uranium bugs will be pleased to know that he's still buying.) Also, since he's a generalist and I'm a metals and mining specialist, I asked him for his ideas on what to do with the rest of one's portfolio that's not in metals. I found his reasoning and outlook fascinating, and hope you find value in it as well.
