Subject: Re: Buffett/Munger have been dead WRONG on gold
But this has nothing at all to do with gold! If you are lucky or good at timing, you will produce excellent returns regardless of what you are investing in.

True enough.

And if you have that skill and inclination, the best strategy is to pick the underlying asset which has the most easily measured and predictable value so the extremes become clear, and ideally with the fastest mean reversion.

Hmmmm....
http://www.stonewellfunds.com/...

Jim