Good summary Paul, helps me gather my thoughts on the content too, well worth attending. Another piece that gelled with me was Dan Denning's comments about the impact of social media on the disemination of news, events opinions and understnadings. The size of information means any one person can deal with only a fraction of what's out there. The inference not many will get it right and while the true course is being sorted out markets will have greater volatility than ever.
notes on kentor from the gold symposium, page-63
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