Paul Van Eeden takes a defensive stance on gold and gold related investments. Van Eeden writes about his decision to reduce his exposure to junior exploration shares, an area in which he has long held a considerable proportion of his money. In "A More Defensive Stance", Paul gives a brief summation of his reasoning for doing so.
Paul can also be heard discussing this subject in a recent Korelin Economic Report interview. See segment 4 of the May 13th program for Paul's comments.