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Miint's avatar

Very thought provoking stuff. How do you think silver holds up as an inflation/geopolitcal hedge? Seems like your long-silver thesis is largely based on energy demand. Silver could benefit from what you are talking about here as well.

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derek's avatar

Bravo. Way to make it a fun read on the way to semi doom.

Seriously though, fine work! You’ve been so spot on with “you probably don’t own enough gold “ theme !

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