Very nice write up. Upvoted.
What are your thoughts on buying the commodity itself compared to an ETF or other fund that covers either mining or the commodity itself?
Personally, I'd rather invest in items that make money and not just sit there, but I can understand taking a defensive position in a certain percentage of savings funds.
I've always preferred to hold the physical gold personally. Seems like the powers that be have put forth a lot of effort to keep precious metals (investment grade) away from the common man. And on another note, possession is 90% of the law so I rather have possession than a piece of paper saying I do.