Who am I?

A friend advises that his investment manager is bullish emerging markets, emerging debt, global dividend payers and gold due to the Fed's leadership in what would be developed global currency devaluation.  In short, throw in the need to always maintain a comfortable cash reserve in volatile times and you in essence have me.

Then I get a Jim Sinclair email with which I totally agree:

There are a lot of new and weak hands in gold. THAT MEANS VIOLENCE. We had a high today of $1366 which in my world is a bulls eye for Angel $1369. That means the Angels are functioning like a good Swiss watch. Don't get a knot in your tights. The violence coming in gold has no peer. From high to low you will see multi hundred dollar jumps in both directions before it reaches its fulcrum point. Gold is going to and through $1650. That should be your mantra for financial survival now. Respectfully, Jim

So I ask again, who the hell am I because I sure don't feel like me.  There are not enough contrary indicators out there for my comfort.  Or are there?  Am I one?  Who am I?