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Strategy

Strategy

In 2005, we wrote "The Case for Silver."  At the time, silver was approximately $6 per ounce.  Within five years, silver approached $50 per ounce.

The Case for Silver

The Case for Land

In 2006, we wrote "The Case for Land."  We argued that residential and land prices were an enormous bubble and it was time to get prepared for what we call a "special opportunity."  We were prepared to take action during the colossal real estate price collapse of 2008.

The Case for Real Assets

Our current investment thesis argues the case for reducing allocations from financial assets (stocks and bonds) and increasing allocations to real assets (precious metals, commodities, etc).  We believe this opportunity will be more significant and affect more people and capital than both previous cases combined.  

As these white papers include outdated information, the white papers presented may not be indicative of current market conditions.
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