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  • Well, first I say you stay the heck away from the kinds of things that are levered on the parameter to commodities, so gold miners, we???re very bearish on gold miners; a lot of people are invested in these gold mining ETFs, the GDX for example, like these things are going to get crucified if we???re right, on the commodity, because if you???re planning a seven-year mine, you have to have some typ
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