Strategy Report
The True Value Of Gold, Finally Explained
Long-term investors should own gold. The network effect that makes gold the physical ‘insurance asset’ of choice will generate long-term outperformance. But long-term investors should also own bitcoin. The network effect that makes bitcoin the digital ‘insurance asset’ of choice will generate long-term outperformance that betters even gold.
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BCA Research | Counterpoint
Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.
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