when I web search that topic, I see the "pundits" are the usual suspects (PM advocates). And it seems like they give three examples....Buffett is one and they mention his sale of JnJ, but leave out he just bought Heinz
I also am taking some stock market profits, while I have PM, I had much more bonds, equities etc.
Lesson learned...diversify, all bull runs end, yada yada
perhaps your "pundants" are manipulating ?? They definatelty missed the boat the last couple years.