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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: bart13 who wrote (94582)5/26/2008 10:42:20 PM
From: RJA_  Read Replies (1) | Respond to of 110194
 
Sounds reasonable.

>>I had a huge "duh" moment about 6-8 weeks ago about platinum. I'd completely missed the implications of what's been happening with it since the '80s.

Ok, so what do you see as the implications?

I see Mitsui has developed a new catalyst process that uses Silver instead of platinum for auto catalysts.

I am not sure I would be long platinum here.

At minimum I'd try to find out as much as is available about that process.

See: edrsilver.com

-- also --

techon.nikkeibp.co.jp