SilverSilver trades like copper one quarter and like gold the next. Understanding that schizophrenia is the key to sizing positions and timing entries through the cycle.
Gold MarketsNew York and London run the world's gold market with very different settlement systems. Understanding the mechanics explains a surprising amount about price action.
PlatinumPlatinum is roughly 30 times rarer in the Earth's crust than gold, yet trades at a discount. We unpack the geology, the mining math, and why scarcity does not always equal price.
SilverWallStreetBets pointed at silver in early 2021 and the price barely budged. A retrospective on why the squeeze fizzled and what it taught us about paper vs physical markets.
PlatinumPlatinum is the headline name, but five sister metals share its geology and many of its uses. A practical guide to the full PGM family for serious investors.
GeopoliticsThe United States still tops the list at 8,133 tonnes, but the gap is closing. A country-by-country breakdown of the world's largest official gold holders.
SilverComex silver vaults publish daily inventory data that almost no one reads correctly. Here's how to separate signal from noise and what the registered category actually means.
Gold MarketsThe Commitments of Traders report is the most underused tool in the precious metals analyst's toolkit. Here is how to read it without falling into the common traps.
PlatinumIn March 2008, platinum traded above $2,300 per ounce, a record that still stands. The collapse that followed teaches more about the metal than the rally itself.
Gold MarketsWith sovereign bonds offering negative real returns through much of the last decade, allocators are asking whether gold deserves a permanent home in the fixed-income sleeve.