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A Golden Opportunity

With the action in the metals markets the last couple of days I felt compelled to comment.  It should be apparent by now that Chris and I are both fans of the precious metals.  I wouldn’t go so far as...

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US Banks – An Asymmetric Trade Idea

My friend Chris Mayer makes a strong case for US banks…so much so that I’ve been thinking a little about this for my own equities portfolio. Chris writes a newsletter aptly named Capital and Crisis,...

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