yeah he is very switched on. If George Soros relies on him he has to know what he's doing. I agree with his lack of faith in diversification as an investment strategy. I think that diversification is a load of cr#p.
But, Yellowcake ... I don't think you can role profits in australia ... I do know that in the US you can keep defering CGT as long as you are buying assets with the proceeds of sales of the former assets. I wish they allowed that in Australia!!!
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great audio from jim rogers ..., page-4
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