
“The era of stable bond prices and stable income disappeared six years ago and is unlikely soon to return. Another storm-maker is the debate on the debt-ceiling which like many things is now hidden by the cloud of dust the government has chosen to make over Syria. Only four years ago the Secretary of State dined amicably with the latest ‘Hitler,’ Bashir Assad and his wife. That datum is pertinent to markets because it indicates the often irrational and shifting agendas of our diplomatic – financial echelons. Recognizing this allows one to adopt a defensive position and select growth areas.”
http://seekingalpha.com/article/1671552-gold-and-silver-safe-haven-status-displayed
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