2011-05-10barrons.com

``The biggest reason to be a fan of gold, he says, "is because central banks around the world can see the writing on the wall long-term, which is that the dollar will be devalued one way or another and that Congress has no appetite for hard decisions which would be deflationary in nature, and therefore, make the dollar higher than gold and not as much of a necessary holding." As to what his fund is looking at now, Burbank says he's keeping an eye on both physical gold and, when the time is right, small-cap mining firms. ''



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