Going for Gold in a Dangerous World

This guy is brilliant not just for his insight but how he can clearly ascertain and describe in a clear fashion the inherent risks in our interconnected, global financial system.  The risks are currency devaluation, counterparty and custodial risk.  The solution is to get out of paper assets and into physical bullion, spread among multiple jurisdictions.

http://online.barrons.com/article/SB50001424053111903964304577422321621057552.html#