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I own a lot of gold, but I’m still mad at myself. That's because I felt very bullish about gold on March 4, and I did nothing about it. Nothing. Since then, it has been a sensation. If this thing can please get back to $2100 or so, I promise to gobble it up.

The long-term continuous contract makes an even more compelling case. I think the world is going to go berserk for precious metals, as it becomes clear that fiat currencies aren’t that useful.

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