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Bill,
Dec 08 10:27 am
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All Comments by SW Richmond »A Rotting Market Stinks from the Head [View article]
Thanks for sharing this powerful explanation. I am also long gold/miners and short Treasuries, and for the exact reasons you describe.
Now I've got to find someone who can build a rational and supported case for the exact opposite. I'm still desperate to avoid "confirmation bias", but I understand and share the conviction with which you make your case. While my investment position is based on conviction, I remain open. I just haven't seen anything yet that comes close to convincing me to change.