I’m less concerned with the likelihood of WW3 or earnings misses than I am about inflation and it’s likely influence on gold via lower real rates. I believe we are entering a major cyclical upswing in inflation amid a stuctural decline. My thoughts are detailed here if you are interested https://hotcopper.com.au/threads/the-brains-trust.3143642/page-10128?post_id=31974433#.WtP15RZ_WEc
Ann: Quarterly Activities & Cashflow Report March'18, page-32
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