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.
PlatinumPlatinum traded above palladium for most of recent history, then fell behind in 2018 and stayed there. The inversion is now reversing again. Here is why.
PlatinumThree sovereign mints produce flagship platinum coins for investors. Premiums, fineness, and tax treatment differ in ways that matter for long-term holders.
PlatinumSibanye started as a Gold Fields spinout and rebuilt itself into a top-three PGM producer in less than a decade. The portfolio is unique and the leverage is real.
SilverThree sovereign mints produce the world's most popular silver coins. Premium, purity, security features, and resale liquidity all differ. Here's a side-by-side that doesn't pull punches.
SilverJunior silver miners can deliver 5-10x the move of physical silver during a bull. They can also go to zero. Here's how to think about the leverage without lying to yourself about the risk.
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 MarketsAfter two years of central bank-led rallies, the gold market enters 2025 with a different set of catalysts. Here are the five forces most likely to determine the year.
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.
HistoryGold's performance during the global financial crisis was more nuanced than the narrative suggests. A month-by-month account reveals what gold actually did when the system broke.