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Precious Metals Conference Presentation


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Moore posted this in another thread (thanks Moore!):




The point of view presented makes a lot of sense to me.  However, and this is the reason gold is in my "too hard" pile--e.g., if everyone is aware of all these issues, then a lot may already be priced in.  He goes into a lot of reasons why it could go up or how to justify current/higher prices, but most of them are fairly soft, at least compared to looking at fundamental data of companies.

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