Tuesday, June 24, 2014
The Platinum Supply Shock
Thus we have a two year window in which trading opportunities should arise through sheer volitional that would otherwise never be there. Otherwise there is no long term shortage to worry about. I do suspect that we do have a long term shortage in the gold market developing as global public demand expands steadily and will at least quadrupedal during the next forty years. No such force is seriously active in the Platinum market.
As my readers know, I have excellent reason to think that the whole of the hydrocarbon paradigm is completely vulnerable to literally overnight replacement. That will decimate the industrial platinum market.
Thus it is far wiser to stay in gold as can investment tool.