I’m traveling today — John and Dinesh are watching the portfolios while I fly to Phoenix. For the record, I hate flying. On the other hand, it’s always worthwhile when I get to where I’m going. I’m off to speak at the 2009 Phoenix Resource Investment Conference. Maybe I’ll get into an argument over the stimulus package or mortgage bailout; those seem to be the topics du jour. But I hope we can stay on topic with natural resources.
There’s a nice move going on in gold this morning. And just yesterday I thought we might be poised for a pullback. These are wild and wooly times. I’ll write more from Phoenix.
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