Caterpillar a leader in heavy machine sales has seen a sharp increase in retail sales, from 26-34% in December. North American sales up 23% for November. This is an incredible sign of what is to come in the commodity sector. Having walked around many service providers at AME, i can tell you that spirits are high, and people are ramping up drilling programs for this spring/summer. We last saw this spike in sales back in 2011 which led to increases in inflation which is another reason to get into gold.