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Poet Contrary to what Lockitt proposes there are no business...

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    Poet Contrary to what Lockitt proposes there are no business cycles -no commodity cycles -we have structural changes now so profound that you have to throw away the rule books. The way China and the Central Banks are buying gold something is afoot but whether as you say the same circumstances as before play out let's see. I have a lot of exposure to gold having recently listed a gold company. Best of luck -
 
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