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<p>[QUOTE=&quot;mikem2000, post: 1736873, member: 30574&quot;]Yes, that is what I am saying.&nbsp; They are recommending the S&amp;P GSCI total index (which I agree with) but they say the downside risk to metals is still scary. (which I also agree).&nbsp; The exposure to Gold is only 2.35% in the index so JPM feels that is negligible so over all give the green light for the index.&nbsp; They are recomending immediate action since consumers are starting to act on metals and <b>other Commodities.&nbsp; </b>They go on to say they acknowlegde they are likely to be a bit early for metals.&nbsp; Reading between the lines, It seems to me they are big on Oil right now.&nbsp; Metals not so much now, but in the future.&nbsp; That is my take&nbsp; on it though.[/QUOTE]</p><p><br /></p>

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