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Dalio heeds Buffett’s warning… [$319 million stake in gold]

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AN OXFORD CLUB PUBLICATION

Loyal reader since October 2021

Wealthy Retirement

Editor's Note: Below, our colleague Garrett Goggin outlines what he believes Warren Buffett's next big move will be...

And how investors could potentially capitalize on what he calls the "Golden Anomaly."

Keep reading for details.

- James Ogletree, Senior Managing Editor



The World's Largest Hedge Fund Just Took a Massive Stake in Gold.

 

Bridgewater, founded by Ray Dalio, revealed in its latest 13F filings that it's now buying gold.

It's exactly what I've been predicting: major hedge funds controlling billions are piling in.

Dalio and Bridgewater won't be the last. They're just the first.

Why? Two reasons:

First — With gold over $3,000, the best gold companies are practically printing money. My top four picks have Free Cash Flow many multiples higher than their valuations.

In plain English: You could buy the most profitable gold miners at discounts as deep as 90%. But these discounts won't last as institutional buying accelerates.

If you want access to my top four picks, go here now.

Second — Bridgewater's move kicks off a trend. And my research shows Buffett is likely to follow.

He's sitting on $350 billion in cash. But U.S. Treasuries have lost up to 46% of their purchasing power vs. gold since September 2022.

At his last shareholder meeting, Buffett admitted: "We wouldn't want to be owning anything that was in a currency really going to hell."

Buffett's next move? I believe he'll take a major position in gold.

I even know which company he could be eyeing. And it's trading 40% below fair value right now.

If you want the potential to "front run" Buffett and get the name and ticker of the miner I believe he'll buy, click here for details on the Buffett Indicator.

Best,

Garrett Goggin, CFA, CMT
Chief Analyst & Founder, Golden Portfolio

P.S. Dalio bought a gold ETF… I don't recommend that for the average retail investor. The real upside is in profitable miners selling at deep discounts.

I call this price gap the Golden Anomaly — and I've put together a full report on my top four picks. Read it here for FREE.


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