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This is getting crazy.  We are certainly in uncharted territory.  Although I like CEF, it seems like Marc Faber is even implying that a global implosion may not spare anything in the system, hence holding the physical.  The counter-party risk factor is becoming large.  All I know is that the true economic problems are still just beginning.

abitare what are you holding long-term, as far as stuff in your trading account?  Or will you mainly be outside the system?

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