Gold MarketsRecycled Gold: The Quiet 25% of Global Supply
Scrap, jewellery resale, and electronic recovery now rival mine output in some years.
May 10, 2026
Tag: #Forecast
Gold Markets
MiningJunior Miners: Leveraged Gold Exposure With a Catch
Why exploration-stage stocks can return 10x in a bull market and zero in a bear.
May 10, 2026
Gold MarketsWhy Royalty Companies Beat Miners: Franco-Nevada and Wheaton
A model that delivers gold price exposure without the operating risk has quietly outperformed the majors for two decades.
May 10, 2026
MiningPeak Gold? The Ore Grade Decline Nobody Wants to Talk About
Average mined grades have halved in 30 years. Here is what that means for prices and supply.
May 10, 2026
InvestmentFranco-Nevada and the Royalty Model: Why Royalty Companies Beat Miners
Gold mining stocks underperform gold itself over most multi-decade windows. Royalty companies do the opposite. Here is the structural reason why.
May 10, 2026
InvestmentHow Much Gold? Backtesting 5%, 10%, and 20% Allocations Across 50 Years
The case for any specific gold allocation should rest on data, not feelings. Here is what 5%, 10%, and 20% gold portfolios actually delivered from 1972 to 2024.
May 10, 2026
PalladiumFrom $3,000 to $900: An Autopsy of the Palladium Crash
Palladium fell over 70% from its 2021 peak. Looking back, every component of the bull thesis broke at roughly the same time, which is why the decline was so brutal.
May 9, 2026
PalladiumThe Palladium Demand Cliff: What Happens When Cars Stop Burning Fuel
Battery electric vehicles use no palladium. As BEV penetration crosses 20%, palladium faces a structural demand decline that no investment story can offset.
May 9, 2026
PlatinumThe Case for Platinum at $2,000+: Building a Multi-Year Bull Thesis
Platinum 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.
May 9, 2026
PlatinumPlatinum vs Palladium Price Inversion 2018-2024: Anatomy of a Six-Year Reversal
Platinum 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.
May 9, 2026