Bass will be the greatest stock speculator since Jesse Livermore, a guy who in his day amassed more wealth, they say, than Bill Gates has via msft

a recent must listen to, and Bass is ultra bullish on the PM's, fwiw

I think as Japan finally accerates his collapse, a lot of them will buy pm's.   Not sure they will park it all in the dollar.  so that is a lot of global money coming to the sector here sooner rather than later......the paradigm shift will take place

http://kylebassblog.blogspot.ca/2013/01/kyle-bass-yen-could-hit-200-vs-us.html