As we all know, these are treacherous times for investors. The US stock market has lost over 40% of its value. Commodities, currencies, bonds, have all seen unprecedented volatility.  The dollar, against all reason, has rallied, and many foreign securities markets have declined substantially.

Investors have begun to fear that there is no shelter from the storm.

I believe that opportunity is in abundance. My investment philosophy, and that of my firm, Euro Pacific Capital, is based on a number of strongly held, core beliefs:

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