Bullion outperforming stocks

http://www.mineweb.com/mineweb/view/mineweb/en/page31?oid=137600&sn=Detail&pid=31

I didn't read the article in full. But the heading caught my attention.

If you can see a beacon giving you the direction to El Dorado, but others cannot see it, you will get to the place first... usually. Apparently in Johannesburg many years ago, it took nearly a year before the market woke up to realize that gold producers were generating huge profits when price of gold had been high for a while.

Is it that difficult to read the future? What you cannot predict are Black Swan events and illogical market sentiment. Last week, I also topped up on KMC which is generating a lot of cash but its investors continue to dump it. It might continue to fall or nothing much will happen until its profit is announced.