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Message: Re: Value of Gold & Future Direction of Interest Rates

I guess I'm interpreting him a bit different than you. Granted there is one hell of a lot of hyperbole & filler contained in his letter however there are 2 great points with which I agree.

1. 30 year US treasuries at 2.6% is not a place to invest & by extension I would go short.

2. The price of gold will continue to outperform almost all other areas of the mkt. By extension gold & silver stocks will outperform the prices of gold & silver

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