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Gold. 2 notes.

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Gold is a hedge against debasement

Gold doesn’t hedge inflation. Learning this fact messed with my head when I first came across it. Ask ten people what the role of gold is in a portfolio, and the most common answer you’re likely to hear is: it’s an inflation hedge. But when you actually look at the data, gold is a terrible inflation hedge. Take pretty…

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The fault in our precious metals

The way precious metals like gold, silver, palladium etc are trading is unreal. I have small gold and silver positions and the I haven’t seen things move the way they have in the last 3-4 since COVID. performance of precious metals Robin Brooks thinks precious metals are rising because of fears of debasement.