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If there is a collapse of civillzation the last thing anyone is going to be worried about is their investment returns.

Gold as an asset class does well in periods of low real interest rates. All signs suggest we are going to be in a low real interest rate environment for sometime.

One of the nice things about investing in gold miners over just gold is in trying to find the best ones. There is real alpha in this as not all gold mines and gold miners are equal.



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