Don Coxe Recommends Investors Read Lenin to Understand the Markets

http://www.caseyresearch.com/articles/don-coxe-recommends-investors-read-lenin-understand-markets?ppref=ZHB459ED0912B

I tell people as rule number one of investing in any commodity, do not invest in companies that produce what China produces or is likely to produce. Rule number two: Invest in companies that produce what China needs to buy. I've been saying that for 14 years, and it hasn't changed. China needs gold.