FWIW, I see NST as a very useful, productive hedge against GFC2. because surely there's a very finite risk of, at the very least, Europe spiralling down into a long deep recession and stagflation, and if the US doesn't begin to pick up more quickly soon, with Japan a continuing basket case of bad governance and loss of national esteem, China will have to look inward for growth. And then of course Australis and most others will also experience s severe financial crisis.
So gold producers and an increasing POG seem to me to be a good bet at present!
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