For what it's worth, these guys have been calling it right for a while now. I remember last year when they kept pumping EDU (Chinese company that has English language schools). I bought in at $35 or so, got scared out a few dollars lower, then saw it soar to the 70's or higher (I don't remember right now). They've been positive on China and commodities, been very negative on the US dollar, the financials, and pretty much anything Bernake and Bush are doing. So they're wrong today, but they continue to say things are dangerous and ready to fall some more. They have a free conference call (that, based on past ones, won't say a whole lot, but will try to get you to come on board) today that you can access. Their free newsletters are interesting.
Anyway, that's just my two (or fewer) cents worth on the source of the recommendation.