I'm always looking for the next "bubble" and next year it has to be gold and to a certain extent oil.
I have a feeling something is round the corner to propel gold to $1500 and oil back to $80 I cant explain it but in the past I have benefited from intuition.
Bubbles do tend to require access to leverage ie high margin levels which will be curtailed to some extent .Have you read Bubbles and how to survive them?