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I ... what's next for Dell ... her parents ... Mark popper a member of the Barron's Roundtable ... author of the gloom and doom report ... markets are off with gold ... this is an investment that you and consider an expert on for decades now aam worthies Siegel cycle ... well basically the speed and a good investment until September two thousand and eleven when he peeked out that one thousand nine hundred and twenty one dollars and since then ... it's been in a correction mode ... we have a lot of Barry sentiment lot of their East commentaries about gold ... but the fact is that some countries are actually it came with a golden goal to be China ... they will ITC yet there are eight or something like two thousand six hundred homes which is more than Seattle production of gold ... so I think that prices are probably ... in the process of kind of opening hours here ... and doubt that we will see again how your prices in future I think ... that gold shares also fell terribly expensive at this point ... I would not mind this ... is the gold shares the night is ... the exploration companies I think that Norris exploration companies will not make it ... to you by expiration companies use to buy the ones ... that have already raised capital or to have sufficient reserves ... that they'll survive ... another few EAC face no upturn in prices that this prize of gold ... very few approaches to kickstart ... okay now losses into a very different sector ... European telecom companies ... I he said that you are your pants up ... well basically the inside look at markets in the world emerging markets the U S market and European markets ... European stocks have underperformed ... emerging stock markets until about four months ago ... and emerging markets have underperformed the US ... um to do was thousand and ten so ... we have in that seat on the performance of European shares ... and the ... the ... companies in Europe they have internationally exposed to say ... fifty percent off of the French company's earnings in the ... CAC forty index ... are from outside friends so ... it's not stop your ... batting necessary for the company's ... view Baidu we'd be going ... the Millcreek abandoned the stop when to say ... their bases of the call from crossing comes from ... it said to China ... and the Asian region ... and the same holds true I guess for European telecoms in the day to day care International eBay so than say Italy that all ... or some other ... multinationals in the top tree sector which I would avoid that the prison at ... Basie the telecom stocks of HPQ tunics of eighteen in Europe ... and now jumping to a third ... very different area ... I ... the southern Asian you feel that the Chinese tourism is going to be a big boost to that area and yes I mean the whole ... ego tied at which you call it said CBA than the dollar's tumble the up ... Thailand's Myanmar and an extended the delay in getting this AusNet Asia ... Singapore and in the Norse you've probably seen shot at ... the polar region will grow at all ... at the the Chinese tourism ... say the sea or ... in a tight and stay up ninety percent of the Netherlands ... it's the largest group of tourists now in Thailand are the Chinese the second-largest says Atsi on ... it shows how ... also the ... the ... said the Rolfe economic at Credit vs change to Asia from say the waste the country's ... twenty seventy years ago ... the largest Tories groups in Asia where Europeans and Americans today is Chinese ninety percent is a huge number what are some of the companies that will benefit from its current ... well the the hotel company's benefits casino companies benefit ... and of course ... the way to play EP that conservative way ... East to buy ... companies that are either indicates very basis of a Lions or ... even the ... DEA ... aircraft maintenance basis ... but the CW upset services ... U S have a site a engineering ... and you have that ... its TNG year ... here are due on the is are you ... yes I own these companies ... they have performed their will ... I don't think that terribly expensive ... but ... as I say that unite presentation ... I and often are wildly off the Beastie that stocks will continue to go up ... could be that the money