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MODERN VALUE INVESTING: 25 Tools to Invest With a Margin of Safety in Today's Financial Environment, by Sven Carlin

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the best thing to do is to own emerging market bonds or dividend stocks alongside commodities. I prefer commodity stocks because they offer you a yield and their earnings increase disproportionately when commodity prices increase.
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MODERN VALUE INVESTING: 25 Tools to Invest With a Margin of Safety in Today's Financial Environment
MODERN VALUE INVESTING: 25 Tools to Invest With a Margin of Safety in Today's Financial Environment
by Sven Carlin
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