Part 1: “The place to make money the next ten years is in raw materials”….. “whenever we have had period of forced liquidation as we are now, the way to make money is to find the things in which the fundamentals are unimpaired”……”The fundamentals of most industries in the world are impaired”…. “the only area I see the fundamentals improving are commodities”
Part 2: “Anyone buying gov’t bonds anywhere in thew e world is making a terible mistake”
Disclosure (“none” means no position):
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