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$3,600 Gold Price Is 'Early Stages', What's Next For Markets? | Joe Ovsenek

The David Lin Report

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Critical Metals, Supply Risks, and Portfolio Allocation

Which commodities benefit—copper, lithium, rare earths—how supply disruptions (e.g., China) could slow electrification, and recommended allocations: real assets, US tech, EM, mid-duration bonds, gold, silver, copper.

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