On Wall Street, China is the driving force behind the commodity bull market, and a great fundamental story for long term capital appreciation while US and European markets stagnate.

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But, to my earlier point, when we did the analysis behind it, we found no greater fundamental risk, meaning distributions were no more tied to commodity prices than the infrastructure plays.

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While it may appear the gold market sometimes reacts in a bearish fashion to any flare-up in the EU debt crisis on a day-to-day basis, by following other commodity markets lower, the overall EU debt and financial crisis is a major underlying bullish fundamental for the safe-haven asset gold.

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While it may appear the gold market sometimes reacts in a bearish fashion to any flare-up in the EU debt crisis on a day-to-day basis, by following other commodity markets lower, it can be argued the overall EU debt and financial crisis is a major underlying bullish fundamental for the safe-haven asset gold.

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