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David Rosenberg is bullish for the long term when it comes to the gold market and he argues that while gold used to correlate with commodities and real interest rates, it is now diverging into a category of its own: money with no counterparty risk. David also gives his outlook on the broad commodities market, uranium, energy, and much more.
Rosenberg Research: https://www.rosenbergresearch.com
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Commodity Culture

Commodity Culture

Commodity Culture