PlatinumPlatinum has not traded above $2,000 since 2008. The structural case for revisiting that level is stronger than at any point in fifteen years. Here is the framework.
ETFs & FundsGold-backed ETFs hold over 3,200 tonnes between them. Daily creations and redemptions tell you who is moving and why — if you know how to read the prints.
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.
PalladiumThe PALL ETF holds physical palladium bars in JPMorgan vaults in London and Zurich. Here is how the structure works, what you actually own, and where it can break.
ETFs & FundsThe big three gold ETFs all track spot, but tracking error compounds. Here is how 60 basis points becomes a serious drag over a 20-year hold.