The Gold–Platinum Ratio at a Turning Point: Late-Cycle Signals and Precious Metals Risk Into 2026
Precious metals are signaling late-cycle exhaustion. Extreme RSI readings resemble prior peaks that led to sharp drawdown. Mean reversion in Gold...
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Overview #43 – The Gift that Keeps on Giving
A review of recent events/data impacting our investment themes and outlook. Central Bank Pronouncements and the potential for US-China tension de...
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Platinum’s Year End Bull Run? // La Niña Update
Platinum continues to look strong, as does copper. Platinum tends to deliver above average returns during December and February, according to...
305 Views
2026 High Conviction Idea: Our Basket of Commodity Equities Will Outperform Broad Equity Indices
Why a basket of commodity producers provide a good risk reward for any portfolio looking to get a real return. Underowned and unloved!
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(Another) Industrial Metals Breakout // La Niña Weather Scenario
Both precious and industrial metals jumped significantly up over the past week. Gold, Silver, Platinum and also Palladium are currently basically...
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