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    In our view, valuation excesses signify systemic risk. Identifying the precise precipitants and timing of events that would lead to an unwinding of the wealth perceived by the investment consensus to exist in the current valuation mania would be pure speculation. One only needs to know that the aftermath of ultra-expensive is cheap, and that now is the time to be deploying strategies that are proven to curtail risk. Source: Horizon Kinetics Q3 Investment Commentary. Gold has a long and unambiguous history of dampening risk. If the valuation extremes depicted.

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