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Divine Intelligence, etc
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The 60 Forty Bond Portfolio Is Overperforming
i would stick with one ounce sovereign coins, and i would negotiate for the lowest premium to melt value on gold. I much prefer hedge quity to bonds. The forty ermarkable market in bonds is over. If we go into a serious kind of duflation, certain bonds are going to do very well. But given the yields and the risks on bonds, you know, i'd rather just have cash.
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